Where today’s planning provides for tomorrow’s future.

Let's start planning

Where today’s planning provides for tomorrow’s future.

Let's start planning

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

Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.

Welcome to Partners in Financial Planning, LLC. As Fee-Only Financial Advisors, we provide personalized, objective advice that focuses on your financial goals over the long term, while maintaining your financial security. We see our relationship as a partnership as we work together in your best interest.

Our mission is simple: To care about YOU and your financial wellness. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country by helping with their financial planning needs and overall financial wellness.


We Care Icon
We Care

We provide ongoing support and advice for whatever life brings you, always aiming to be proactive, attentive, reliable and available when you need us.

We Care Icon We Care

We provide ongoing support and advice for whatever life brings you, always aiming to be proactive, attentive, reliable and available when you need us.

Together Icon
We Work Together

You will have a dedicated team of professionals working together to support all aspects of your relationship with us and address any concerns along the way.

Together Icon We Work Together

You will have a dedicated team of professionals working together to support all aspects of your relationship with us and address any concerns along the way.

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We are Authentic

Open and honest communication is essential to providing you with the objective advice you deserve and a relationship built to last.

Authentic Icon We are Authentic

Open and honest communication is essential to providing you with the objective advice you deserve and a relationship built to last.

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We are Visionaries

To be prepared for today and tomorrow requires planning. We listen to what matters most to you and work alongside you on how to get there.

Visionary Icon We are Visionaries

To be prepared for today and tomorrow requires planning. We listen to what matters most to you and work alongside you on how to get there.

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We Value Trust

As your fiduciary Certified Financial Planner, we have the knowledge and the experience to provide a comprehensive plan always in your best interest with no commissions or incentives.

Value Icon We Value Trust

As your fiduciary Certified Financial Planner, we have the knowledge and the experience to provide a comprehensive plan always in your best interest with no commissions or incentives.

Difference icon
We Make a Difference

Caring about you and your financial wellness is our mission. Watching you achieve your dreams and create a lasting legacy is a joy and a celebration

Difference icon We Make a Difference

Caring about you and your financial wellness is our mission. Watching you achieve your dreams and create a lasting legacy is a joy and a celebration

Recent Posts

Exploring Charleston’s Hidden Gems: A Retiree’s Guide

Until you visit Charleston, you don’t truly appreciate how much this city offers. If you’re thinking about relocating here in retirement, there’s no doubt you’ll find plenty of fun activities to fill your days with. To help you get a taste of what Charleston has in store, here are some…

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