CFA Recognized as One of Baltimore’s Top Financial Advisors

We are proud to be recognized by Expertise as one of Baltimore’s Top Financial Advisors!  That’s no secret to our clients who have trusted in our fiduciary based services for 20 years.  As we celebrate 20 years in business, we are extremely grateful for the trust our clients have placed in us over the years.  We are committed to continuing to provide the exceptional investment management, financial and tax planning services our clients and their families have come to expect for many years to come.

Selection criteria among 163 firms analyzed by Expertise included:

  1. Reputation – a history of delighted customers and outstanding service.
  2. Credibility – Building customer confidence with licensing, accreditations, and awards.
  3. Experience – Masters of their craft, based on years of practical experience and education.
  4. Availability – Consistently approachable and responsive, so customers never feel ignored.
  5. Professionalism – Providing service with honesty, reliability, and respect.

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Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.