James E. Pearman

James E. Pearman

| CFP®, CPA, PFS

Partners in Financial Planning, LLC

(540) 444-2930

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Fee-Only financial planner serving Salem, Roanoke, and Southwest VA.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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421 South College Avenue
Salem, VA 24153

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

James “Jim” Pearman  is a Salem, VA Fee-Only Financial Planner serving the entire Salem and Roanoke, VA area.  Partners in Financial Planning, LLC specializes in retirement planning, estate & generational planning issues, advising medical professionals, and tax planning.  James Pearman is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
James E. “Jim” Pearman, Jr., CPA/PFS, CFP®, is a 1970 honors graduate in accounting from Virginia Tech. He received his Certified Public Accountant (CPA) designation in 1972. His experience includes four years with Peat, Marwick, Mitchell CPAs (now KPMG Peat Marwick) and sixteen years as a banking executive with both large and small banking organizations. 

He has specialized in providing comprehensive financial planning since 1990 with special expertise in income taxes, estate and retirement planning. Medical Economics magazine selected Jim in 1998, 2000, 2002, 2004, 2006, 2008, 2010 and 2012 as one of the top financial advisors for doctors in the United States.  In 2011 he was selected as a Super CPA (Personal Financial Planning) by Virginia Business magazine.  He is a member of the MD Preferred Financial Advisor Network.
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Partners in Financial Planning, LLC is a Southwest Virginia-based fee-only financial planning and investment management firm.

We strive to provide you with the highest level of personalized service and advice based solely on your best long-term financial interests. We try to put ourselves in your position. Your needs are not just our first concern; they are our sole focus.

We don’t take commissions or have hidden charges. You pay us for our time and we focus on you.  We help you achieve your long-term goals.

Our approach is a simple concept based on trust, honesty and transparency. We share your goals and partner with you to develop a plan to help you achieve them.

Our goal is to be your objective adviser - a partner that puts your interests first and works with you to help your dreams become reality.

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