Partners in Financial Planning, LLC Employee Directory

Q: What is Partners in Financial Planning, LLC known for?

Partners in Financial Planning, LLC was founded in 2009. Partners in Financial Planning, LLC operates in the Financial Services industry.

Financial ServicesVirginia, United States11-50 Employees

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!

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

Partners in Financial Planning, LLC Global Highlights

North America
23

United States Of America
22
Canada
1

Oceania
3

Australia
3

Africa
2

South Africa
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Partners in Financial Planning, LLC's Leadership

P. G.
President
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
S. L. E.
Financial Planner
Mobile Phone
Email
R. B.
Financial Planner
Mobile Phone
Email
S. C.
Financial Planner
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

P. P.
Financial Planner, Principal And Co-Founder
Mobile Phone
Email
United StatesVirginia
Aug 22, 2025
S. B.
Partner/Financial Planner
Mobile Phone
Email
United StatesVirginia
Feb 05, 2026
P. G.
President
Mobile Phone
Email
United StatesSouth Dakota
Feb 16, 2026
T. R.
Manager Of Operations
Mobile Phone
Email
United StatesVirginia
Mar 04, 2026
R. H.
Marketing Coordinator
Mobile Phone
Email
United StatesVirginia
Feb 05, 2026
S. L. E.
Financial Planner
Mobile Phone
Email
United StatesVirginia
Mar 04, 2026
R. B.
Financial Planner
Mobile Phone
Email
United StatesSouth Carolina
Jan 16, 2026
S. C.
Financial Planner
Mobile Phone
Email
Feb 05, 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

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 March 2026. These team members are located across 4 continents, including North AmericaOceaniaAfrica.

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

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

President: P. G.
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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