Stephen Bain
CFP®
Partners in Financial Planning, LLC
Financial Planner
Stephen Bain
CFP®
Partners in Financial Planning, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Bain, CFP®
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Stephen Bain is a Salem, VA 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!
Stephen Bain has been part of the Partners in Financial Planning family since 2016. Stephen started working in the financial planning industry right after college, starting in the Greensboro, NC area before moving back to Virginia and settling in Salem in 2016. He holds a finance degree from Virginia Tech, with a concentration in financial planning. Stephen is dedicated to his CrossFit training every morning before work and his black lab, Hudson, keeps him busy with his own training of sorts. When he is not at the gym or hanging out with Hudson, you are most likely to find him on a golf course or at a Virginia Tech sporting event.
Stephen Bain 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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Stephen Bain 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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Stephen Bain 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 Stephen Bain
Office Locations:
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421 S College Ave
Salem, VA 24153
