Partners in Financial Planning, LLC

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 since 2023 and a prior nine-year tenure with Salem City Schools. She is based in Salem, VA, and is part of a seven-advisor team. Partners in Financial Planning, LLC provides discretionary investment management and ongoing financial planning services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental and technical analysis to manage portfolios across various asset classes and serves approximately 384 clients with about $779.8 million in assets under management.

Todd Dalton is a financial advisor with Partners in Financial Planning, LLC in Salem, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Partners in Financial Planning since 2011. Partners in Financial Planning, LLC provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs, using both fundamental and technical analysis.

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.

Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by 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.