What is Partners in Financial Planning, LLC's NAICS code?

Partners in Financial Planning, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Growth and positioning Target mid-size financial services firms with similar client profiles and fee-only planning models, highlighting Partners in Financial Planning’s recognition as Financial Times 300 Top RIAs to open conversations about benchmarks, service scopes, and prospect referrals.

Regional expansion potential Leverage their dual-location footprint in Salem and Charleston to explore partnerships or outsourcing arrangements with firms seeking geographic diversification or back-office support for tax-focused financial planning and investment management.

Tax-focused edge Position their tax-centric planning approach as a differentiator to attract clients seeking integrated tax planning and investment management, and identify CPA or small business advisory firms for cross-referrals.

Digital exposure Utilize their recognition and online presence to run co-branded content, webinars, or client education programs that resonate with high-net-worth individuals and retirees seeking trusted fiduciary partners.

Scale readiness Assess opportunities to offer scalable advisory solutions or white-label services to other advisors in the region, given their team’s extensive experience and a revenue band suggesting growth potential with expanded service capacity.

Similar companies to Partners in Financial Planning, LLC

Partners in Financial Planning, LLC Tech Stack

Partners in Financial Planning, LLC uses 8 technology products and services including RSS, Cloudflare, oEmbed, and more. Explore Partners in Financial Planning, LLC's tech stack below.

RSS
Content Management System
Cloudflare
Content Management System
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
HTML5 Mobile Boilerplate
Mobile Application Development Platforms
Cloudflare Bot Management
Security
Trustindex Google Reviews
Web Platform Extensions
Apache
Web Servers

Media & News

Partners in Financial Planning, LLC recognized as Financial Times 300 Top Registered Investment Advisors.
Partners in Financial Planning, LLC is proud to announce that Partners in Financial Planning has been named to the Financial Times 300 Top Registered Investment Advisors (RIA) for the second year in a row.
Jun 15, 2016 | partnersinfinancialplanning.com

Partners in Financial Planning, LLC's Email Address Formats

Partners in Financial Planning, LLC uses at least 1 format(s):

Partners in Financial Planning, LLC Email Formats	Example	Percentage
First@partnersinfinancialplanning.com	John@partnersinfinancialplanning.com	100%

Frequently Asked Questions

What is Partners in Financial Planning, LLC's official website and social media links?

Partners in Financial Planning, LLC's official website is partnersinfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Partners in Financial Planning, LLC generate?

As of July 2026, Partners in Financial Planning, LLC's annual revenue is estimated to be $10M - $25M.

What is Partners in Financial Planning, LLC's SIC code NAICS code?

Partners in Financial Planning, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Partners in Financial Planning, LLC have currently?

As of July 2026, Partners in Financial Planning, LLC has approximately 19 employees across 4 continents, including North AmericaOceaniaAfrica. Key team members include Founder, Certified Financial Planner: K. O.Partner: S. M. C.Financial Planner: C. O.. Explore Partners in Financial Planning, LLC's employee directory with LeadIQ.

What industry does Partners in Financial Planning, LLC belong to?

Partners in Financial Planning, LLC operates in the Financial Services industry.

What technology does Partners in Financial Planning, LLC use?

Partners in Financial Planning, LLC's tech stack includes RSSCloudflareoEmbedjQuery MigrateHTML5 Mobile BoilerplateCloudflare Bot ManagementTrustindex Google ReviewsApache.

What is Partners in Financial Planning, LLC's email format?

Partners in Financial Planning, LLC's email format typically follows the pattern of First@partnersinfinancialplanning.com. Find more Partners in Financial Planning, LLC email formats with LeadIQ.

When was Partners in Financial Planning, LLC founded?

Partners in Financial Planning, LLC was founded in 2009.

Partners in Financial Planning, LLC

Q: What technology does Partners in Financial Planning, LLC use?

Partners in Financial Planning, LLC's tech stack includes jQuery Migrate, Shopify, HSTS, Rich Plugins Reviews, Google Maps.

Financial ServicesVirginia, United States11-50 Employees

Partners in Financial Planning, LLC provides tax-focused, comprehensive financial planning alongside investment management services on a fee-only basis. The firm operates from Salem, Virginia, and Charleston, South Carolina, serving clients locally and across the United States. With a combined depth of experience in financial services, the team works to align planning with clients' goals while maintaining financial security through all stages of life. The approach centers on collaborative planning and developing a caring, authentic, trust-based relationship with clients. In 2016, the firm was named to the Financial Times 300 Top Registered Investment Advisors list for the second consecutive year.