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Robert Jeter (CFP®, CRPC®)

Robert Jeter focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We specialize in working with soon-to-be retirees, current retirees, and those relocating to the coast—helping them navigate tax planning, estate strategies, philanthropic goals, and the transfer of generational wealth with confidence and clarity.

Additional Information

I’m Robert S. Jeter II, CFP®, CRPC®, and the founder of Back Bay Financial Planning & Investments, a fee-only financial planning firm based near the Delaware and Maryland shore. Since entering the industry in 2012, I’ve been driven by a single mission: to help families navigate retirement with clarity, confidence, and purpose. I hold the CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Retirement Planning Counselor? credential, and am actively expanding my tax expertise as an Enrolled Agent candidate. My approach blends deep technical knowledge with a personal touch—offering planning that is both detailed and human.

NAPFA Start Date

July 10, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit