Clients in 31 states and growing!
Our Partnership
Investing in you.
We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn your trust every day!
At Partners in Financial Planning, we see our relationship as a partnership as we work together in your best interest. Our financial advisors provide tax-focused, comprehensive, fee-only financial planning and investment management services for a holistic approach to your financial wellness. Located in Salem, VA, and Charleston, SC, we serve clients locally and across the country with virtual or in-person meetings.
Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations, and our clients are the focus of everything we do. We are here for YOU!
Our clients are the focus of everything we do.