Partners in Financial Planning

Financial Services - Salem, VA, US

Partners in Financial Planning Employees
Pam Poldiak

Financial Planner, Principal and Co-Founder

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James Pearman

Principal, Co-Founder, Managing Member, Financial Planner

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Todd EA

Financial Planner

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Joseph Schmidt

Associate Financial Planner

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Nikie Dyer

Financial Planning Analyst, RP

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Stephen CFP

Associate Financial Planner

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Kimberly Wimmer

Client Services & Communications Manager

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Partners in Financial Planning Senior Management
Pam Poldiak

Financial Planner, Principal and Co-Founder

Contact Pam Poldiak

James Pearman

Principal, Co-Founder, Managing Member, Financial Planner

Contact James Pearman

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Partners in Financial Planning Details

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. 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 it every day!

Partners in Financial Planning logo, Partners in Financial Planning contact details
Employees: 20 - 49
HQ: 540-444-2930
Location: Salem, VA, US
Revenue: 5 - 10 Million
Financial Planning Investment Management Tax Preparation Financial Services Financial Advisory Services
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