Partners in Financial Planning, LLC
Partners in Financial Planning, LLC
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Pam Poldiak, CFP®, CPA
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Pam Poldiak is a Salem, VA area fee-only financial planner. At Partners in Financial Planning, we provide tax-focued, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do!
Pam Poldiak co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginia’s McIntire School. Pam has been a CPA since 1993, and a CFP® since 2000. She served on the NAPFA National Board of Directors from 2016 to 2019, including two years as Treasurer/Secretary. She has been quoted in a variety of local and national publications, including The Roanoke Times, Washington Post, Smart Money, MSN Money and Financial Planning magazine. Pam is married to Mike and has two sons, Andrew and Will. In her free time, she can be found on Smith Mountain Lake paddle boarding or sailboat racing. She also loves to travel, and recently became a certified scuba diver.
Pam Poldiak 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.
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA, we serve clients in the Roanoke and New River Valleys and nationally in 27 states. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do.
We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Income Planning
- College Education Planning
- Retirees and Near Retirees
- Medical Professionals
- Growing Families
- Sudden Money Situations
- Complimentary Initial Consultation
- No Product Sales
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
Pamela Poldiak 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.
Pam Poldiak 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.
Pam Poldiak is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Pam Poldiak is Quoted in InvestmentNews: "Health exchanges prompt new conversations with clients"
Pam Poldiak is Quoted in The Roanoke Times: "Dadline: Financial planning for kids"
Pam Poldiak was Quoted on Medscape: "Should You Rent or Buy a Home During Residency?"
Pam Poldiak is Quoted in The Catholic Virginian: "Donors find new scholarship tax credit program rewarding"
Pam Poldiak Recently Held a National Board of Director Position for NAPFA
Partners in Financial Planning is a Better Business Bureau Accredited Firm with an A+ Rating
Contact Pam Poldiak
421 S College Ave
Salem, VA 24153