Richard Bryan (CFP®)

Richard Bryan focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA, we serve clients in the Roanoke and New River Valleys and nationally in 27 states. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do.

We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!

Additional Information

Rich joined Partners in Financial Planning in October 2012 and became the third managing partner. He started his financial planning career at Salomon Smith Barney, worked nine years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with PIFP. He holds a Bachelor of Science in Finance from Liberty University. Rich and his wife Carla moved from Pennsylvania but feel right at home in Salem. In his free time, Rich can be found watching his son play college basketball, his daughter play high school volleyball, hiking, reading and travelling with his wife.

NAPFA Start Date

November 30, 2011

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This Office

421 S College Ave Salem, VA 24153-5055 Phone: (540) 444-2930