Partners in Financial Planning

Partners in Financial Planning, LLC is a fee-only financial advisory firm founded by Jim Pearman and Pam Poldiak. The firm operates offices in Salem, Virginia and Charleston, South Carolina, serving clients locally and nationwide. As fee-only advisors, they receive no commissions and act as fiduciaries focused solely on clients' best interests. The team holds multiple credentials including CFP, CPA, PFS, and EA credentials, bringing over 100 years of combined experience. Services include comprehensive financial planning, tax preparation, investment management, retirement planning, estate planning, college planning, and small business consulting. They provide ongoing, proactive support to help clients navigate all life stages and financial challenges.

The firm emphasizes open, honest communication and a teambased approach to address every aspect of a client's financial life. Their mission is to care about clients' financial wellness and help them achieve lifelong goals. They work collaboratively to deliver objective advice that aligns with each client's values and longterm vision. Partners in Financial Planning strives to make a lasting difference by watching clients achieve their dreams and create lasting legacies. The firm views every client relationship as a partnership built on trust, integrity, and shared success.