Advisor at Back Bay Financial Planning & Investments
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Firm
Back Bay Financial Planning & Investments
Location
Bethany Beach, DE 19930
Credentials
CFP®, CRPC®
Industry experience
13 years
At Back Bay Financial Planning & Investments, we specialize in helping individuals and families navigate the transition into retirement—especially those relocating to, or already enjoying life along, the Maryland and Delaware coasts. We provide financial clarity and confidence so you can focus on what really matters: enjoying your life at the beach.
What You Can Expect From Us:
A Personalized Retirement Roadmap We build your financial plan around your lifestyle goals, values, and priorities. From income strategies to long-term projections, we design a plan built to evolve with you.
Tax-Smart Planning We help you make the most of your income and investment withdrawals, with proactive strategies to reduce your tax burden now and in the future.
Investment Management Our portfolios are thoughtfully constructed to reflect your retirement timeline and risk preferences—with a focus on keeping costs low and outcomes aligned with your goals.
Estate & Legacy Coordination We’ll work alongside your attorney or help you think through your legacy wishes, ensuring your wealth passes smoothly and intentionally to the next generation.
Ongoing Support & Real Conversations You’ll have a dedicated partner who explains the complex in plain English, stays in touch proactively, and adapts your plan as life evolves.
We limit the number of clients we serve so we can deliver the kind of hands-on, highly personalized advice that bigger firms often can’t match. Our mission is simple: help you retire with confidence and live fully in the coastal community you love.
.5% -1.25%
$5000
$400
Salisbury University
2025 - Present (1 year)
Back Bay Financial Planning & Investments, LLC
2025 - Present (1 year)
Cetera Investment advisers LLC
2024 - 2025 (1 year)
Cetera Advisors LLC
2016 - 2025 (9 years)
Axa Advisors Llc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65, Series 66
Ocean Pines, MD
Edward Jones
ChFC®, Series 66
Millsboro, DE
Edward Jones
ChFC®, Series 66
Millsboro, DE
Edward Jones
Series 63, Series 66
Selbyville, DE
Edward Jones
Series 66
Ocean View, DE
Edward Jones
Series 66
Millsboro, DE
Edward Jones
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