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Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™

A trusted authority who helps attorneys, lobbyists, and other financial professionals execute wealth building, tax mitigation, and risk management strategies that facilitate and protect financial independence.

Jeffery Acheson is a highly experienced financial services professional with over 45 years in the industry.12 He currently serves as the Chief Business Development Officer at Independent Financial Partners (IFP), a position he has held since January 2019.1 Acheson is based in Tampa, Florida, and is responsible for developing, delivering, and growing an integrated multidisciplinary business model across the entire IFP enterprise and distribution channels.1

Professional Background

Acheson's career spans various roles in the financial services sector:

  • CEO of Advanced Strategies Group, LLC2
  • Divisional President of IFP Plan Advisors (June 2018 - Present)1
  • Managing Partner - Advisory Services at Corporate and Endowment Solutions, Inc. (July 2014 - April 2017)1
  • Partner at Schneider Downs (October 2000 - July 2014)1

Expertise and Certifications

Acheson holds numerous professional certifications, including:

  • Certified Private Wealth Advisor (CPWA®)
  • Certified Financial Planner (CFP®)
  • Certified Plan Fiduciary Advisor (CPFA™)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Exit Planning Advisor (CEPA®)
  • Nonqualified Plan Consultant (NQPA™)
  • Certified Asset Protection Planner (CAPP™)12

Industry Leadership

Acheson is actively involved in various professional organizations:

  • 2024 President of the American Retirement Association2
  • 2018 President of the National Association of Plan Advisors (NAPA)2
  • Member of the Financial Planning Association (FPA) and Investment & Wealth Institute2

Publications and Recognition

  • Columnist for the Journal of Pension Benefits2
  • Co-author of "Nonqualified Deferred Compensation Answer Book, Eleventh Edition"2
  • Awarded Top Advisor by Participant Outcomes (TAPO)23

Acheson's expertise focuses on retirement and executive benefits plans, financial planning strategies, and investment management solutions for advisors, employers, and individuals across the country.12

Highlights

Jeffery Acheson: November 2019 Top TAPO Advisor - 401k Specialist

Related Questions

What are Jeffery Acheson's main responsibilities at Independent Financial Partners?
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What specific strategies does Jeffery Acheson use to help clients achieve financial independence?
What certifications does Jeffery Acheson hold, and how do they benefit his clients?
How does Jeffery Acheson integrate his extensive experience into his current role at IFP?
Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™
Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™, photo 1
Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™, photo 2
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Location

Powell, Ohio, United States