Our Story

At Partners in Financial Planning, by customizing our services for each client through coordinating specific financial resources with goals, risk tolerance, and lifestyle, our clients enjoy the added peace of mind that comes from delegating their financial details and big-picture outlook to qualified, compassionate advisors.

Committed to providing a genuine personalized approach and always serving in the best interest of the client, Jim Pearman and Pam Poldiak started Partners in Financial Planning in 2009.

Our third partner, Rich Bryan, joined the PIFP family in October 2012. Chris Bishop and Stephen Bain became partners in January 2021, bringing the total number of partners to five.

Specializing in tax-focused, comprehensive, fee-only financial planning and investment management services, we are here because of you.

We are passionate about what we do. Our high touch services are designed to exceed our client’s expectations and take care of the details that matter most to you.

Because we make the relationships with our clients our first priority, we are honored to have a business built primarily on referrals.

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