Back Bay Financial launches in Bethany Beach
Back Bay Financial Planning & Investments LLC announced the official launch of its independent, fee-only financial planning and investment advisory firm, dedicated to serving retirees and soon-to-be retirees in coastal Delaware and Maryland.
Back Bay founder Robert S. Jeter II, CFP, CRPC, 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.
Clients benefit from comprehensive services including retirement income planning, investment management, tax strategy, estate planning coordination, Social Security optimization and insurance review.
The firm partners with Charles Schwab as its custodian and is a member of the XY Planning Network, the National Association of Personal Financial Advisors and the Fee-Only Network. These affiliations reflect Back Bay's ongoing commitment to providing transparent, high-quality financial advice.
“The need for true fiduciary, planning-focused advice has never been greater,” said Jeter. “We are excited to bring a fresh, client-centered offering to the Maryland and Delaware beaches, and surrounding communities.”