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 provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA, we serve clients in the Roanoke and New River Valleys and nationally in more than 33 states. 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.

Our Partnership Map Graphic

Our clients are the focus of everything we do.

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