What departments does Partners in Financial Planning, LLC have?

Partners in Financial Planning, LLC has employees across 5 departments including Finance, Operations, Marketing, Support, Customer Success.

What is the largest department at Partners in Financial Planning, LLC?

The largest department at Partners in Financial Planning, LLC is Finance with 11 employees.

Where are Partners in Financial Planning, LLC employees located globally?

Partners in Financial Planning, LLC has employees across 3 continents and 4 countries including South Africa, United States Of America, Canada, Australia.

How has Partners in Financial Planning, LLC's team size changed over time?

Partners in Financial Planning, LLC's team has decreased from approximately 18 to 15 employees based on available data.

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.

Partners in Financial Planning, LLC Global Highlights

North America
29

United States Of America
27
Canada
2

Oceania
4

Australia
4

Africa
3

South Africa
3

Partners in Financial Planning, LLC's Leadership

K. O.
Founder, Certified Financial Planner
Mobile Phone
Email
P. P.
Financial Planner, Principal And Co-Founder
Mobile Phone
Email
S. B.
Partner/Financial Planner
Mobile Phone
Email
T. R.
Manager Of Operations
Mobile Phone
Email
R. H.
Marketing Coordinator
Mobile Phone
Email
R. B.
Financial Planner
Mobile Phone
Email
C. B. C.
Certified Financial Planner™ Professional
Mobile Phone
Email
J. S.
Client Support Specialist
Mobile Phone
Email

Partners in Financial Planning, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Support
Accounting
Administrative
Analytics
Other

Contact profiles from Partners in Financial Planning, LLC

Name

Title

Contact Info

Location

Last Update

K. O.
Founder, Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Apr 14, 2026
P. P.
Financial Planner, Principal And Co-Founder
Mobile Phone
Email
United StatesVirginia
Jun 24, 2026
S. B.
Partner/Financial Planner
Mobile Phone
Email
United StatesVirginia
Feb 05, 2026
T. R.
Manager Of Operations
Mobile Phone
Email
United StatesVirginia
Mar 04, 2026
R. H.
Marketing Coordinator
Mobile Phone
Email
United StatesVirginia
May 31, 2026
R. B.
Financial Planner
Mobile Phone
Email
United StatesSouth Carolina
Jan 16, 2026
C. B. C.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesVirginia
Feb 05, 2026
J. S.
Client Support Specialist
Mobile Phone
Email
United StatesVirginia
Mar 24, 2026
J. B.
Financial Coach
Mobile Phone
Email
United StatesMichigan
Feb 05, 2026
K. I.
Meeting And Event Planner
Mobile Phone
Email
United StatesFlorida
Feb 16, 2026

Frequently Asked Questions

What is Partners in Financial Planning, LLC known for?

Partners in Financial Planning, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 421 South College Avenue Salem, Virginia 24153 United States. 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?

Partners in Financial Planning, LLC employees' email format typically follows the pattern of . 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?

Partners in Financial Planning, LLC has approximately 19 employees as of June 2026. These team members are located across 3 continents, including North AmericaOceaniaAfrica.

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

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

Founder, Certified Financial Planner: K. O.
Financial Planner, Principal And Co-Founder: P. P.
Partner/Financial Planner: S. B.
Manager Of Operations: T. R.
Marketing Coordinator: R. H.

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Partners in Financial Planning, LLC Employee Directory

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