Stephen Bain (CFP®)
Stephen Bain focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without 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 and Charleston, SC, we serve clients locally and across the country. 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
Stephen has been part of the Partners in Financial Planning family since 2016. Stephen started working in the financial planning industry right after college, starting in the Greensboro, NC area before moving back to Virginia and settling in Salem in 2016. He holds a finance degree from Virginia Tech, with a concentration in financial planning. Stephen is dedicated to his CrossFit training every morning before work and his black lab, Hudson, keeps him busy with his own training of sorts. When he is not at the gym or hanging out with Hudson, you are most likely to find him on a golf course or at a Virginia Tech sporting event.
NAPFA Start Date
May 10, 2016
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