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

Is your financial advisor a fiduciary?

There are many factors in determining who to use for a financial advisor. The first criteria should be whether the financial advisor is held to a Fiduciary Standard. This standard requires the advisor to put the client’s interest above their…   Read more >

Individual 401k – a powerful retirement tool

We have advised many clients that have self-employed income or that own their own business to forgo setting up a SEP-IRA in favor of an Individual 401k. The Individaul 401k is also known as an i401k or solo 401k. The…   Read more >