Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
Welcome to Partners in Financial Planning, LLC. As Fee-Only Financial Advisors, we provide personalized, objective advice that focuses on your financial goals over the long term, while maintaining your financial security. We see our relationship as a partnership as we work together in your best interest.
Our mission is simple: To care about YOU and your financial wellness. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country by helping with their financial planning needs and overall financial wellness.
We provide ongoing support and advice for whatever life brings you, always aiming to be proactive, attentive, reliable and available when you need us.
We Care 
You will have a dedicated team of professionals working together to support all aspects of your relationship with us and address any concerns along the way.
We Work Together 
Open and honest communication is essential to providing you with the objective advice you deserve and a relationship built to last.
We are Authentic 
To be prepared for today and tomorrow requires planning. We listen to what matters most to you and work alongside you on how to get there.
We are Visionaries 
As your fiduciary Certified Financial Planner, we have the knowledge and the experience to provide a comprehensive plan always in your best interest with no commissions or incentives.
We Value Trust 
Caring about you and your financial wellness is our mission. Watching you achieve your dreams and create a lasting legacy is a joy and a celebration
We Make a Difference Around 49.1% of physicians work in private practices.1 If you’re looking to join the ranks of physicians-turned-business-owners, you have an exciting journey ahead. But much of your future success and ability to sustain a profitable practice will depend on the financial details and logistics you work through now. To help…
