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

We’re having an OPEN HOUSE

Please join us to celebrate our new office location in Towson, MD. Bring a guest! When: Thursday, June 4, 2015 from 3-7pm Where: 401 Washington Ave., Ste. 1202 Towson, MD 21204 Lite fare and refreshments will be served. Chesapeake Financial…   Read more >

Retirement Plan Is Key to Confidence, Survey Finds

In its most recent Retirement Confidence Survey, the Employee Benefit Research Institute has found that 28% of workers who have a retirement plan are very confident about their prospects for retirement, compared with just 12% of those without a plan….   Read more >