Jeff Peller, CFP®, PFS, CPA, CEPA
Hello there 👋🏼 I’m Jeff Peller, a Wealth Manager with over 25 years of experience striving to make a positive impact helping clients manage their wealth. My passion lies in helping others work through “transitions” in their lives, including business sales, divorce, retirement, and special needs planning. All of my services are personalized and aided by the power of advanced technology to help provide an efficient and seamless client experience.
Atlanta, Georgia
“I consider myself a financial coach with the experience and emotional intelligence to guide you through the next chapter of your life.”
Brad's published work
Market Updates & Economic Outlook
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How can I help?
Financial Planning & Analysis
Investment Management
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Alternatives Investing
We actively research alternative investment opportunities that may be suitable and monitor your portfolio investment holdings, which we believe brings together actionable insights and forward-thinking risk assessments.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Jeff.
Get to know Jeff
Jeff Peller, CFP®, PFS, CPA, CEPA is a Wealth Manager well-versed in helping clients navigate transitions like business sales, divorce, retirement, and special needs planning. He draws from the wisdom of his experiences starting and exiting a business, raising a special needs child, navigating a divorce, and retiring early. Ultimately, he’s passionate about the opportunity to make a positive impact in people’s lives both financially and beyond.
Book a 30-min introductory call with Jeff.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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