Jeff Chase

S.E.E.D. Planning Group

Wealth Manager

Jeff Chase

S.E.E.D. Planning Group

Wealth Manager

“As you walk down the fairway of life you must smell the roses, for you only get to play one round.”  Ben Hogan - Jeff Chase

Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country

Jeff Chase is a Syracuse, NY fee-only financial advisor serving clients locally and across the country. S.E.E.D. Planning Group provides comprehensive financial planning investment managementtax planning, and retirement plans to help individuals, families, business owners, and nonprofits organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Jeff Chase is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeff Chase is a Wealth Manager at S.E.E.D Planning Group.

As a Wealth Manager, I am committed to helping people find their meaning of success and working closely with them to achieve it. My goal is to sort out the complexities and make things easier to understand by providing a simple, focused, and interactive experience. Our lives are continually changing, and I have a passion for using planning to make the puzzle pieces fit together.

My wife Theresa and I love spending time with our son, Rocco, and the rest of our family and friends. In my spare time, you can find me on the golf course or making sure my lawn is greener than my neighbors. I enjoy good food, sports of all kinds, and finding new places to adventure with our golden retriever, Enzo. I am proud to call Syracuse home and feel blessed to be able to serve our community in a meaningful way.

Planning Teams and Specialties

  • Financial planning team
  • Sprout planning team
  • 401(k) team

We believe you should have access to high-quality financial planning regardless of how much money you have. We are not your traditional financial advisors.

Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success.

We want you to have an awesome experience with real people who genuinely want you to be successful.

We are a fiduciary and we put your best interests first. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Contact Jeff Chase

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Office Locations:

  • 100 Elwood Davis Rd
    2nd Floor
    Syracuse, NY 13212
  • 31 Lewis Street
    Suite 401
    Binghamton, NY 13901
  • 2030 Falling Waters Rd
    Suite 180
    Knoxville, TN 37922

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