James Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

Financial Advisor

James Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Pearman, CFP®, CPA, PFS

(540) 444-2930

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

James Pearman is a Salem, VA fee-only financial planner. Partners in Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Pearman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.

James Pearman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Pearman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    James Pearman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    James Pearman is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact James Pearman

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Office Locations:

  • 421 South College Avenue
    Salem, VA 24153

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