Robert Jeter, CFP®, CRPC®

Robert Jeter headshot

Our company has a laser focus on being a fiduciaries to our clients and a steward towards making their retirement as good as it can possibly be.

We pride ourselves on being able to assist clients nearing retirement from every possible angle: longevity, investment strategy, tax planning, insurance, healthcare, and how to best navigate the long list of uncertainties that every retiree faces. Most parts of my day include working directly with clients on these issues or helping develop our talented team.

Quick Facts about Robert:

  • Robert is a Certified Financial Planner™ and has been an advisor to clients since 2012.
  • He is the past President of the Southern Delaware Estate Planning Council, a professional group of Attorney’s, CPA’s, and other financial advisors around Sussex County.
  • Robert is a member of Salisbury University’s Financial Planning program advisory council and regularly is involved in the development and furthering of the financial planning program.
  • Robert is a past board member of the Wicomico County farm and home show.
  • Robert and his wife two children and yellow lab live in West Ocean City, MD.