Together we'll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life's journey. Our mission is simple: To care about YOU and your financial wellness. Serving the Roanoke and New River Valley communities in which we work and live, while meeting the financial planning needs for clients in over 33 states and growing.
As Financial Advisors, we provide personalized, objective advice that focuses on your financial goals over the long-term, while maintaining your financial security. We see our relationship as a partnership as we work together in your best interest. You will have a dedicated team of professionals working together to support all aspects of your relationship with us and address any concerns along the way.
As Financial Advisors, we provide personalized, objective advice that focuses on your financial goals over the long-term, while maintaining your financial security. We see our relationship as a partnership as we work together in your best interest. You will have a dedicated team of professionals working together to support all aspects of your relationship with us and address any concerns along the way.
Services
At Partners in Financial Planning, our owners and staff are committed to the delivery of superior service based on a foundation of honesty, integrity, and ethical treatment of one another and our clients. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge.
At Partners in Financial Planning, whether you want to learn more about Our Story, or get to know Our Team and what we are passionate about or see the organizations we support in Our Community, find it all here.
Maybe you have been looking for a CERTIFIED FINANCIAL PLANNER and you want to learn more about how we work in relationship with you, Our Partnership, what you can expect, Our Process, and the way we work in your best interest, Our Oath - Your Money.
Maybe you have been looking for a CERTIFIED FINANCIAL PLANNER and you want to learn more about how we work in relationship with you, Our Partnership, what you can expect, Our Process, and the way we work in your best interest, Our Oath - Your Money.
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning. We take our fiduciary role seriously and always put your interests first in everything we do. Get off on the right financial footing early in your professional life with our Financial Foundations services.
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 your trust every day! At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services.
At Partners in Financial Planning, we take the time to explain complicated financial topics in an easy-to-understand manner so that everyone is on the same page regarding the strategy and implementation. We want to get to know you! During a 30 to 60 minute no-cost initial meeting we will discuss your goals and aspirations.
Reviews (5)
Pat Ferguson
May 23, 2021
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Cooper Mackin
May 15, 2021
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Randall Muir
Oct 13, 2020
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Gavin A.
Jan 28, 2019
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My wife and I are both self-employed professionals and have been working with Partners in Financial planning for several years. They are knowledgeable, ethical, well-spoken, and non-judgemental. We are on a solid path to financial independence thanks to their guidance. I would highly recommend anyone searching for tax prep and financial planning to at least see Partners for a consultation. - Dr. Gavin Aaron
Kenneth Wilburn
Aug 15, 2014
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