Robert Peller, CPA, MBA
Managing Member and Principal of Peller and Company, LLC and Peller Wealth Management, Investment Advisor Representative
Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.
Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.
With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.
Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets.