Rich Bryan
CFP®
Partners in Financial Planning, LLC
Shareholder and Senior Financial Planner
Rich Bryan
CFP®
Partners in Financial Planning, LLC
Shareholder and Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rich Bryan, CFP®
Fee-Only financial advisor located in Charleston, SC, serving clients locally and across the country.
Richard Bryan is a Charleston, SC area fee-only financial planner. At Partners in Financial Planning, we provide tax-focused, 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!
Rich Bryan joined Partners in Financial Planning in October 2012 and became the third managing partner. He started his financial planning career at Salomon Smith Barney, worked eight years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with PIFP. He holds a Bachelor of Science in Finance from Liberty University. Rich grew up on Johns Island, SC. After living in Virginia and Pennsylvania for many years, he moved back to Johns Island to take care of family. Rich manages our Charleston, SC office. Rich and his wife Carla have three children but are now empty nesters. In his free time, Rich can be found watching his son play college basketball, visiting his two daughters, hiking, sailing, reading and traveling with his wife.
Rich Bryan 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.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Medical Professionals
- Growing Families
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- No Product Sales
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
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Richard Bryan is a NAPFA-Registered Financial AdvisorThe 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.
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Rich Bryan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Rich Bryan
Office Locations:
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170 Meeting Street
Suite 110
Charleston, SC 29401
