Reviews for Partners in Financial Planning

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Sep 2025
Partners in Financial Planning, located in Salem, VA and Charleston, SC, offers tax-focused, comprehensive, and fee-only financial planning and investment management services. With a team of professionals boasting over 100 years of combined experience, they serve clients both locally and nationwide, providing personalized financial plans that support clients' goals and dreams while maintaining their financial security. Clients have praised the knowledgeable and approachable team, emphasizing their affordability and the peace of mind they provide. The team is wonderful to work with and provides an excellent comprehensive approach. Advisors are top-notch, and their advice is well researched and user-friendly. Each is available by email, phone or in person, providing prompt and clear communication. Clients continue to be very pleased with the excellent advice and the ease with which they can get personalized answers to their questions. The emergency advice is truly outstanding.

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From Partners in Financial Planning

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. We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life's journey.