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. 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.

 


Partners in Financial Planning - We Care
We care

We provide ongoing support and advice for whatever life brings you, always aiming to be proactive, attentive, reliable and available when you need us.

Partners in Financial Planning - We Care We care

We provide ongoing support and advice for whatever life brings you, always aiming to be proactive, attentive, reliable and available when you need us.

Partners in Financial Planning - We Work Together
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.

Partners in Financial Planning - We Work Together 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.

Partners in Financial Planning - We Are Authentic
We are Authentic

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

Partners in Financial Planning - We Are Authentic We are Authentic

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

Partners in Financial Planning - We Are Visionaries
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.

Partners in Financial Planning - We Are Visionaries 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.

Partners in Financial Planning - We Value Trust
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.

Partners in Financial Planning - We Value Trust 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.

Partners in Financial Planning - We Make a Difference
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

Partners in Financial Planning - We Make a Difference 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

The PIFP Story: What It’s Like To Work With Us

We know you have so many options for working with an advisor. Thousands of firms are at your fingertips, especially in a world gone virtual. How do you even begin to choose? The relationships we develop with clients go far beyond finances. We enjoy creating deep, long-lasting connections with people…

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