# Back Bay Financial Planning & Investments

Back Bay Financial Planning & Investments is a Multi Family Office based in Bethany Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bethany Beach, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/robertjetercfp

## Regulatory record

- **CRD number:** 335236
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335236

## About

Back Bay Financial Planning & Investments is an SEC-registered investment adviser in Bethany Beach, DE. The firm manages $107 million in assets, $106 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management
- Asset Allocation

## Questions

### How is Back Bay Financial Planning & Investments related to other financial firms in Boston?

No ownership or affiliation links to other firms are publicly documented. The firm operates independently, with no disclosed parent company or sibling advisory entities.

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Last updated: 2026-07-06T01:24:11.973Z

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