Todd Dalton
EA
Partners in Financial Planning, LLC
Associate Financial Planner
Todd Dalton
EA
Partners in Financial Planning, LLC
Associate Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Dalton, EA
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Todd Dalton 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!
Todd D. Dalton, EA, has been part of the Partners in Financial Planning family since 2011. He has worked in the tax and accounting fields for over 20 years. Todd is licensed, by the Internal Revenue Service, as an Enrolled Agent and maintains a Series 65 Registered Investment Advisor’s license and Virginia Consultant’s licenses in Life, Health, Annuity, Property and Casualty. Todd holds a bachelor’s degree in Political Science from the Eberly College of Arts and Sciences at West Virginia University. He has participated in charitable activities through church, the Roanoke Rescue Mission and Tire Rack’s Street Survival Program for young drivers. Being a rabid Mountaineer fan, he spends most weekends in the fall and early winter (before tax season), either watching or attending games. Todd and his wife Liz reside in Southwest Roanoke County and are proud parents of two children attending James Madison University.
Todd Dalton 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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Todd Dalton is a NAPFA-Registered AssociateThe 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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Todd Dalton is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Todd Dalton
Office Locations:
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421 S College Ave
Salem, VA 24153
