
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn More
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

Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.

Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators 
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations 
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.