Reviews for Partners in Financial Planning

Sep 2023

The planners are all very knowledgeable. Likewise, easy to talk to and always available to help. The overall services are the most affordable in the Roanoke/Salem area. Stop paying 1% for an advisor who does half the work and has half the knowledge. Get a plan for your future and feel confident. Stop feeling lost and afraid like I felt. I highly recommend Partners In Financial Planning in Salem. I am no longer afraid if something happens to my husband who does all the planning. This was the best decision we made a year ago. I feel at peace.
Sep 2023

We have been with Partners in Financial Planning for many years. My family trusts them with our financial goals and dreams! They are always there to provide advice, management and clear vision of our financial assets and are always prompt when we call or email! We highly recommend Partners!
Sep 2023

Many years ago when I was looking for an investment firm, one of my main concerns was to have the peace of mind that my money was going to be safe as well as growing. If you want honest financial advice from a team of the best, most trusted and respected firms in this area, this is the place for you.

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.