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Partners in Financial Planning, LLC Employee Directory

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.

Find Partners in Financial Planning, LLC employees' phone numbers or email addresses

Partners in Financial Planning, LLC Global Highlights

Location
Employees

North America
33

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  • United States Of America
    27
  • Canada
    6

Oceania
4

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  • Australia
    4

Africa
3

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  • South Africa
    3

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Netherlands
    1

Partners in Financial Planning, LLC's Leadership

  • Founder, Certified Financial Planner at Partners in Financial Planning, LLC
    K. O.
    Founder, Certified Financial Planner
    Mobile Phone
  • Partner at Partners in Financial Planning, LLC
    S. M. C.
    Partner
    Mobile Phone
  • Financial Planner at Partners in Financial Planning, LLC
    C. O.
    Financial Planner
    Mobile Phone
  • Client Services Specialist And Marketing at Partners in Financial Planning, LLC
    A. S.
    Client Services Specialist And Marketing
    Mobile Phone
  • Associate Financial Planner at Partners in Financial Planning, LLC
    S. C.
    Associate Financial Planner
    Mobile Phone
  • Financial Planner at Partners in Financial Planning, LLC
    P. S.
    Financial Planner
    Mobile Phone

Partners in Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Other

Contact profiles from Partners in Financial Planning, LLC

Name
Title
Contact
Location
Last Update
  • Founder, Certified Financial Planner at Partners in Financial Planning, LLC
    K. O.
    Founder, Certified Financial Planner
    Mobile Phone
    Canada, Ontario
    Sep 07, 2026
  • Partner at Partners in Financial Planning, LLC
    S. M. C.
    Partner
    Mobile Phone
    Netherlands, Groningen
    Sep 03, 2026
  • Financial Planner at Partners in Financial Planning, LLC
    C. O.
    Financial Planner
    Mobile Phone
    Australia, Tasmania
    Sep 10, 2026
  • Client Services Specialist And Marketing at Partners in Financial Planning, LLC
    A. S.
    Client Services Specialist And Marketing
    Mobile Phone
    Sep 13, 2023
  • Associate Financial Planner at Partners in Financial Planning, LLC
    S. C.
    Associate Financial Planner
    Mobile Phone
    Jun 08, 2026
  • Financial Planner at Partners in Financial Planning, LLC
    P. S.
    Financial Planner
    Mobile Phone
    Jul 09, 2026

Frequently Asked Questions

What is Partners in Financial Planning, LLC known for?

Minus sign iconPlus sign iconPartners in Financial Planning, LLC was founded in 2009 and operates in the Financial Services industry. Explore Partners in Financial Planning, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconPartners in Financial Planning, LLC employees' email format typically follows the pattern of First@partnersinfinancialplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Partners in Financial Planning, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconPartners in Financial Planning, LLC has approximately 19 employees as of September 2026. These team members are located across 4 continents, including North America, Oceania and Africa.

Who are Partners in Financial Planning, LLC's key employees and leadership?

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As of September 2026, Partners in Financial Planning, LLC's key employees include:

  • Founder, Certified Financial Planner: K. O.
  • Partner: S. M. C.
  • Financial Planner: C. O.
  • Client Services Specialist And Marketing: A. S.
  • Associate Financial Planner: S. C.

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