Chesapeake Financial Advisors
Chesapeake Financial Advisors is an independent Fee-Only Fiduciary financial planning, investment management, and tax planning and preparation firm with offices in Towson, Columbia, Frederick, and Chevy Chase, Maryland.
Our Mission: Help make our clients' lives easier and achieve financial peace of mind.
- Work with our clients to prioritize and quantify their financial goals
- Implement a disciplined and prudent savings strategy and diversified investment allocation strategy
- Build a tax strategy that compliments the financial plan and investment strategy
We invest for the long term by establishing asset allocations and adjusting those allocations upon the changing circumstances of our clients and not on the vagaries of short-term market fluctuations.
We believe in old-fashioned service so when you call us, you will reach our team directly. When you send us an email, you will get a timely reply. That is our service guarantee.
We do not have an investment asset minimum. Contact us today to schedule a complimentary consultation or click below to schedule a meeting to discuss your investment, financial, and tax planning needs.