Robert Jeter, CFP® Launches new Fee-Only Financial Planning Firm

Bethany Beach, DE – Back Bay Financial Planning & Investments, LLC is proud to announce the official launch of its independent, fee-only financial planning and investment advisory firm, dedicated to serving retirees and soon-to-be retirees along the Maryland and Delaware seashore.

Founded by Robert S. Jeter II, CFP®, CRPC®, Back Bay Financial Planning & Investments, LLC brings more than a decade of experience helping individuals and families transition confidently into retirement. As a fiduciary firm, Back Bay is committed to putting clients' best interests first, providing unbiased advice with a planning-first approach.

Back Bay Financial Planning & Investments operates by appointment only at its new Bethany Beach location: 39682 Sunrise Ct #221, Bethany Beach, DE 19930.

Clients benefit from comprehensive services including retirement income planning, investment management, tax strategy, estate planning coordination, Social Security optimization, and insurance review.

The firm is proud to partner with Charles Schwab as its custodian and is a member of the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network. These affiliations reflect Back Bay's ongoing commitment to providing transparent, high-quality financial advice.

Appointments can be conveniently scheduled through the firm's website at www.backbayfp.com or by calling or texting 302-316-1820.

“The need for true fiduciary, planning-focused advice has never been greater,” said Robert Jeter. “We are excited to bring a fresh, client-centered offering to the Maryland and Delaware beaches and surrounding communities.”

For media inquiries or more information, please contact:
Robert S. Jeter II, CFP®, CRPC®
Back Bay Financial Planning & Investments, LLC
Email: robertj@backbayfp.com
Phone: 302-316-1820
Website: www.backbayfp.com