Where today’s planning provides for tomorrow’s future.

Let's start planning

Where today’s planning provides for tomorrow’s future.

Let's start planning

You dream it. We plan it. You live it.

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. Our mission is simple: To care about YOU and your financial wellness. Serving the Roanoke and New River Valley communities in which we work and live, while meeting the financial planning needs for clients in over 33 states and growing.

As 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.


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We care

We provide on-going support and advice with whatever life brings you. Always aiming to be proactive, attentive, reliable and available when you need us.

We Care Icon We care

We provide on-going support and advice with whatever life brings you. Always aiming to be proactive, attentive, reliable and available when you need us.

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We Work Together

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.

Together Icon We Work Together

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.

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We are Authentic

Open and honest communication is essential to providing you with the objective advice you deserve and a relationship built to last.

Authentic Icon We are Authentic

Open and honest communication is essential to providing you with the objective advice you deserve and a relationship built to last.

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We are Visionaries

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.

Visionary Icon We are Visionaries

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.

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We Value Trust

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.

Value Icon We Value Trust

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.

Difference icon
We Make a Difference

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

Difference icon We Make a Difference

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

Recent Posts

Traditional vs. Roth IRA

Individual Retirement Accounts, or IRA’s, are savings vehicles that offer tax benefits and the ability to invest in the stock market. The two most popular IRA’s are the Traditional and Roth IRA. The Traditional IRA originated in 1974, but the Roth IRA didn’t come along until 1998. Below are the…

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