Let’s Talk

We're here to help.

We don't just provide financial planning and tax services, we offer a partnership. We are here to help in any way we can with what life sends your way. We want to grow in relationship with you and face life together.

At Partners in Financial Planning, together we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey. We care about your financial wellness. Let’s Talk to see how working with our CERTIFIED FINANCIAL PLANNER™ professionals can help and what makes us different.

What Makes Partners in Financial Planning Different

We Invest In You

At Partners in Financial Planning, we can help you with your dreams and goals. 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 with in-person or virtual financial planning 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.

A Focus on What’s Important

We help you align your financial life with what is important to you and your values, throughout your life’s journey. Our comprehensive financial planning process is tailor made to move you toward your goals with confidence and peace of mind.

Our Process

From the moment we begin creating a financial plan, we collaborate with you to understand your financial goals, values, and concerns. Together, we build a customized plan designed to take a holistic approach to your financial life.

We address all areas of your financial picture, helping you with everything from investment advice, to cash flow management, to tax planning. Finally, we create a partnership with you for the long term – we’ll help implement your plan, and make adjustments as life presents new opportunities and challenges.

Fee-Only

Since we are a fee-only financial planning firm, our fees are not from product sales or commissions. Our fee-only approach makes our fees simple and understandable. It aligns our interests with yours.

Ready to Get Started?

We are excited to speak with you soon to better understand your financial planning needs.

If you would like to find out more about our Financial Foundations or Financial Freedom service, tax services or simply how we help our clients, we invite you to schedule a FREE 15-minute phone call with one of our Senior Financial Advisors, Rich Bryan, to see if we would be a good fit (Retainer only. We do not offer hourly planning). If you have any questions prior to our call, please don’t hesitate to reach out.

Already a client? Please contact one of your assigned financial advisors or team members at (540) 444-2930 or (843) 872-0202.

Hours of Operation:
8:30 a.m. to 5:00 p.m. Monday thru Friday. Other times by appointment.

General info: Contact Us

Download a PDF of our brochures on the Resources tab under Forms & Documents or Contact Us to request more information on our Financial Planning and Tax Services.

Salem, Virginia

Charleston, South Carolina

We can partner with you anywhere you are.

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