James Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

CEO

I can work with clients anywhere!

James Pearman

CFP®, CPA, PFS

Partners in Financial Planning, LLC

CEO

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - James Pearman, CFP®, CPA, PFS

James Pearman is a fiduciary financial advisor in Salem, VA. Partners in Financial Planning, LLC specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, James Pearman has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
James E. “Jim” Pearman, Jr., CPA/PFS, CFP®, is a 1970 honors graduate in accounting from Virginia Tech. He received his Certified Public Accountant (CPA) designation in 1972. His experience includes four years with Peat, Marwick, Mitchell CPAs (now KPMG Peat Marwick) and sixteen years as a banking executive with both large and small banking organizations. 

He has specialized in providing comprehensive financial planning since 1990 with special expertise in income taxes, estate and retirement planning. Medical Economics magazine selected Jim in 1998, 2000, 2002, 2004, 2006, 2008, 2010 and 2012 as one of the top financial advisors for doctors in the United States.  In 2011 he was selected as a Super CPA (Personal Financial Planning) by Virginia Business magazine.  He is a member of the MD Preferred Financial Advisor Network.

James Pearman's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

Partners in Financial Planning, LLC is a Southwest Virginia-based fee-only financial planning and investment management firm.

We strive to provide you with the highest level of personalized service and advice based solely on your best long-term financial interests. We try to put ourselves in your position. Your needs are not just our first concern; they are our sole focus.

We don’t take commissions or have hidden charges. You pay us for our time and we focus on you.  We help you achieve your long-term goals.

Our approach is a simple concept based on trust, honesty and transparency. We share your goals and partner with you to develop a plan to help you achieve them.

Our goal is to be your objective adviser - a partner that puts your interests first and works with you to help your dreams become reality.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Pearman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    James Pearman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CPA - Certified Public Accountant
    James Pearman is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact James Pearman

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Office Locations:

  • 421 South College Avenue
    Salem, VA 24153

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