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, and Charleston, SC, we serve clients locally and across the country.

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.

Clients in 31 states and growing!
Our Partnership Map

Our clients are the focus of everything we do.

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