As we step into 2025, now is the perfect time to set clear and actionable financial resolutions that will set you up for success. Whether it's building an emergency fund, paying off debt, or maximizing your retirement savings, the right goals today can lead to financial freedom tomorrow. 🙌
Partners in Financial Planning, LLC
Financial Services
Salem, VA 498 followers
Partners in Financial Planning, LLC is a fee-only financial planning and investment management firm located in Salem, VA
About us
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!
- Website
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http://www.partnersinfinancialplanning.com
External link for Partners in Financial Planning, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Salem, VA
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Financial Planning, Investment Management, and Tax Preparation
Locations
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Primary
421 S. College Ave
Salem, VA 24153, US
Employees at Partners in Financial Planning, LLC
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Pam Poldiak
CPA, CFP, Partners in Financial Planning, LLC
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James Pearman
Principal, Co-Founder, Managing Member, Partners in Financial Planning, LLC
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Julie Burkeen
Professional Learning Coordinator/Manager at Lenawee Intermediate School District
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Sara Lourdes Epperly, Ph.D.
Financial Planner
Updates
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Here’s to a new year of thoughtful planning and positive progress. We’re excited to continue supporting your financial journey in 2025. Wishing you a year of growth and stability ahead. 🎉 #HappyNewYear #FinancialPlanning #2025Goals
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New Blog Post Alert! 👉https://bit.ly/2024BLOG Retirement is the perfect time to give back, and what better way than through volunteerism? Whether you're looking to mentor, help out locally, or support causes close to your heart, there's a way for everyone to get involved. 🌱💡 Check out the full post to learn more about the incredible benefits of volunteering in retirement! ✨ #Volunteerism #RetirementGoals #GivingBack #CommunityImpact #LifelongLearning
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🎄 Happy Holidays from the Partners in Financial Planning team! As we reflect on the year, we’re grateful for your trust in us. Wishing you a season of joy, peace, and financial well-being. Here’s to a prosperous 2025! #happyholidays #Gratitude #seasonofgiving
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🎁 The holiday season has a huge impact on the economy and creates a big opportunity for businesses to grow. This time of year, can also be a great reminder to think about investing in companies you believe in. As businesses grow through the holidays, your investments might just grow with them! Have you thought about your investment strategy for 2025? Let’s chat about how you can make the most of it! 📈 #FunFactFriday #HolidaySales #Investing #SmartMoney #FinancialGrowth
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🎉🎉 Celebrating 15 incredible years of growth, innovation, and success! 🎉🎉 We couldn't have reached this milestone without the trust and support of our amazing clients and team. As we reflect on our journey, we're excited to share the story of our achievements, challenges, and what's next for our firm. 📖 Check out our new blog post where we dive into this special milestone and what it means for our future! 👉 https://bit.ly/PIFP15YEARS Here's to many more years of excellence! 🌟 #15YearsStrong #AnniversaryCelebration #Grateful #LookingAhead
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We want to extend a heartfelt thank you to everyone who joined us at the Taubman Museum of Arts for our recent client event. It was a pleasure connecting with so many of you in such a beautiful setting! 🙌 #ClientAppreciation #FinancialPlanning #ThankYou #TaubmanMuseum #Grateful
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You can't change the beginning of the story in your financial plan—but you can change the ending.
The C.S. Lewis Quote That Could Transform Your Financial Future
advisorstream.com