Services

All financial planners are not created equal. We believe an effective relationship is built on a commitment to personal attention and old-fashioned service. When you call our number, you will reach Tom, Tim or Katie directly; not an assistant, not a customer service rep and not a call center. When you send us an email, you will get a timely response.

Chesapeake Financial Advisors offers the following suite of services:

Financial Planning

  • Goal Setting
  • Retirement Planning
  • Wealth Accumulation Planning
  • Retirement Distribution Planning
  • Education Planning

Investment Management

  • We use an independent custodian to hold your investment assets
  • Wealth Accumulation
  • Asset Allocation Strategies
  • 401(k) Investment Check-up!
  • Retirement Plan Consulting (if you’re an employer or small business, we can help)

Personal and business tax preparation services

  • Tax planning and preparation
  • Professional accounting services and financial analysis

We are independent and offer objective advice in all areas of our firm.  We have included a guide below that may be helpful to you in learning why 46% of wealthy households now use an independent advisory firm as their primary financial relationship versus 35% using a broker.  The reason is because they feel they receive more objective advice.

Click here to view the brochure “Investing in More Objective Advice.”

Services