Partnering with CFA

Prospective Financial Advisors interested in Partnering with CFA


If you are thinking of breaking away from your current situation, the owners of Chesapeake Financial Advisors are experienced professionals who understand the financial planning and securities industries.  Chesapeake Financial Advisors can provide you with the tools necessary to efficiently serve your clients in an environment that will enhance your quality of life.

Partnering with Chesapeake Financial Advisors is an extraordinary opportunity to be part of something special and not just an employee of a larger conglomerate.

We offer:

  • A fee-only and truly comprehensive financial planning firm
  • New accounts department to assist you in moving clients right away
  • State of the art technology and virtual office capability
  • Direct access to proprietary and industry leading research
  • A strong local brand and clean regulatory history
  • Direct trading desk access for equity, fixed-income and mutual funds
  • No broker/dealer or custodial fees
  • Employee benefits

If you have questions, or would like to learn more about opportunities offered at Chesapeake Financial Advisors, please call Tom Taylor 410-823-5442 or email to: ttaylor@peakeadvisors.com.

For more information: