
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreWelcome to our Web site,
As a boutique Financial Management firm, we offer our clients on-demand access to tenured professionals who provide executive level financial coaching. We are readily equipped to design and execute management and reporting structures that allow for strategic implementation of both immediate and long-term goals built around our Circle of Life platform.
At Peller and Company, we recognize that our clients trust and respect our advice and opinions on a wide range of subjects. In properly designing a full suite of financial strategies, we integrated our wealth management division into our tax services to create a proper financial management platform.
To meet that end, we launched a fully cohesive financial planning and tax practice. We are more than just a CPA firm, we’re a financial management team. We work closely with our clients to understand their goals so that we can design a unique and effective combination of strategies to coach them through those goals. Because we understand the tax consequences of investment decisions, we handle retirement, estate planning, risk management and legacy needs in a way that reduces taxes wherever possible and maximizes after-tax wealth. We accurately and effectively design financial management strategies with an eye towards the tax effect of our solutions. We don’t just provide a service for our clients, we partner with them. For both businesses and individuals, we can help you meet all of your critical needs in a time sensitive and trustworthy manner.
Contact UsHelpful Content

The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.

What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.

Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Pullbacks, Corrections, and Bear Markets
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.