CFP®, CPA, PFS
Partners in Financial Planning, LLC
Fee-Only financial planner serving Salem, Roanoke, and Southwest VA.
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 a 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Pearman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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.
James Pearman is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact James Pearman
421 South College Avenue
Salem, VA 24153