Jeff Acheson, CEO

CPWA®, CFP®, CPFA^®, AIF^®, CEPA^®, NQPC^TM , CAPP^TM

Jeff Acheson has spent more than four decades helping shape the financial services and retirement plan industries. As President & CEO of the Advanced Strategies Group (ASG), and as well as still being an active Certified Private Wealth Advisor (CPWA) with an elite clientele, he is dedicated to helping financial advisers build stronger practices by delivering innovative solutions that drive measurable client impact and long-term business success.

Throughout his career, Jeff has been recognized as a thought leader, mentor, and advocate for advisers who want to elevate their value proposition beyond traditional investment management, financial planning and fiduciary services. He brings a unique combination of technical expertise and visionary strategy, helping advisers integrate advanced retirement, wealth, tax, and benefits planning into their practices to better serve business owners, executives, professionals, and retirees.

Jeff is a frequent speaker, industry contributor, and trusted partner for advisers looking to differentiate themselves in a competitive marketplace. His leadership at ASG and within the American Retirement Assocation, reflects a clear commitment to empowering financial professionals with the resources, processes, and support they need to deepen client relationships and expand their influence.

Outside of his professional work, Jeff is deeply committed to honoring the legacy of his daughter through Amber’s ACES for ROX, an initiative he founded in partnership with Ruling Our eXperiences (ROX). The program raises awareness and funding to expand ROX’s evidence-based curriculum that equips young girls with the confidence and skills they need to navigate life’s challenges. For Jeff, Amber’s ACES is both a tribute to his daughter’s life and a way to transform grief into meaningful impact—empowering future generations of girls to lead with strength and resilience. To learn more about saving starfish and why kindness matters, visit Amber’s ACES for ROX.