Salem, VA Office

Sethalan Carter is a CFP® professional with three years of industry experience, currently serving at Partners in Financial Planning, LLC since 2021. Prior to joining the firm, he worked at Virginia Tech and Alleghany High School. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and related consulting to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a combination of long- and short-term strategies using equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.

James Pearman is a CFP® and PFS™ with 34 years of experience in financial planning. He has been with Partners in Financial Planning, LLC since 2009. Outside of his advisory work, he is a partial owner and consultant for Radtec, LLC, a company that owns and operates residential apartments in Radford, VA. Partners in Financial Planning, LLC serves individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing discretionary investment management and ongoing financial planning. The firm employs a combination of fundamental and technical analysis across various asset classes and manages approximately $779.8 million in assets for about 384 clients.

Sara Epperly is a CFP® professional with experience at Partners in Financial Planning, LLC beginning in 2023. Prior to her advisory role, she worked for Salem City Schools for nine years. Partners in Financial Planning, LLC is a team of eight advisors managing approximately $913.6 million for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary wealth management, ongoing financial planning, and consulting, including simple federal and state tax preparation as part of its base service.

Christopher Bishop is a CFP® professional with nine years of industry experience, currently serving at Partners in Financial Planning, LLC since 2014. He holds a Series 65 license and is based in Salem, VA. Partners in Financial Planning, LLC offers discretionary investment management and ongoing financial planning services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a range of investment strategies including equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.

Pamela Poldiak is a CFP® professional with 25 years of industry experience. She has been with Partners in Financial Planning, LLC since 2009. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets for about 384 clients, using a combination of long- and short-term investments across equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental, and technical analysis.

Stephen Bain is a CFP® professional with 10 years of experience in financial advising, currently working at Partners in Financial Planning, LLC since 2016. He is based in Salem, VA, and operates within a team of seven advisors. Partners in Financial Planning, LLC provides discretionary investment management and ongoing financial planning services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, implementing portfolios through a combination of equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental and technical analysis.