Chesapeake Financial Advisors is an independent fee-only investment advisor and financial planning firm located in Towson and Columbia, Maryland. Our mission is to help our clients achieve financial peace of mind by reaching their goals and realizing their dreams. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.

Financial Planning

We believe that providing advice should be comprehensive. Not all financial planners are created equal and we have the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. more >

Investment Management

We will implement a customized investment strategy utilizing our proprietary and independent investment research that is not influenced by conflicts of interest. As a fee-only investment advisor, we charge only an asset based management fee so that our compensation is directly linked to the value of your investment portfolio. more >

Estate & Tax Planning

We believe that providing advice should be comprehensive. Not all financial planners are created equal and we have the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. more >

Our Mission

Chesapeake Financial Advisors promotes financial peace of mind for the baby-boom, gen-x and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management and tax planning.

Blog

Our letter to clients in a volatile market

We believe in keeping clients informed in all market conditions.  We communicate regularly and our clients value those touch points.  Here is the text from our client letter that was sent to all clients after yesterday’s extreme market conditions.  The responses…   Read more >

There’s No Place Like Home

Municipal bonds, or “munis,” are forms of debt issued by state and local governments or their agencies. The money that you purchase the bonds with is used for projects such as the construction of schools, hospitals, and highways. These securities…   Read more >