AdFi
PI

Partners IN Financial Planning, LLC

SEC Registered
Salem, VA540-444-2930
Assets Under Management
$500M–$1B
Office Locations
2 offices
Total Accounts
2774

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Leadership

Pamela Dolvin Poldiak
MEMBER AND CHIEF COMPLIANCE OFFICER
James Elwood Pearman
MANAGING MEMBER

Office locations

2 offices in 2 states
VA
SalemHQ
SC
Charleston

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#151980
SEC Number
801-70754
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Partners IN Financial Planning, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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