Partners In Financial Planning, LLC is a highly reputable and well-established investment advisory firm based out of Salem, VA. With over 370 individual clients and an impressive $617,914,000 in assets under management, they have solidified their position as a trusted financial partner.
As a local firm, Partners In Financial Planning, LLC understands the unique needs of their community. With two offices conveniently located in Salem, they provide personalized investment advisory services to both employer 401K plans and individual clients. Remarkably, over 80% of their assets under management are derived from employer 401Ks or in...
See more
Loading...
Assets Under Mgmt
$617.91M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.