# PARTNERS IN FINANCIAL PLANNING, LLC

PARTNERS IN FINANCIAL PLANNING, LLC of SALEM, VA is an SEC-registered investment adviser.

## Registration

- CRD: 151980
- Type: SEC-registered investment adviser
- SEC file number: 801-70754
- Location: 421 SOUTH COLLEGE AVENUE, SALEM, VA, 24153
- Phone: 540-444-2930
- Latest filing: 2026-03-23
- Regulatory AUM: $913.6M
- Discretionary AUM: $913.6M
- Clients: 14
- Accounts: 2,774

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Pamela Dolvin Poldiak | MEMBER | — |
| James Elwood Pearman | MANAGING MEMBER | — |
| Richard Keith Bryan | MEMBER AND CHIEF INVESTMENT OFFICER | — |
| Stephen Christopher Bain | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Christopher William Bishop | MEMBER AND CHIEF OPERATIONS OFFICER | — |
| BISHOP MICHAEL WILLIAM | MEMBER; MEMBER AND CHIEF OPERATIONS OFFICER | — |
| PEARMAN JAMES ELWOOD | MANAGING MEMBER | — |
| POLDIAK PAMELA DOLVIN | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BRYAN RICHARD KEITH | MEMBER AND CHIEF INVESTMENT OFFICER | — |
| BAIN STEPHEN CHRISTOPHER | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151980/similar
- Related entities: https://search.stillhousedata.com/firm/151980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151980

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.