A complete list of active advisors currently associated with Chesapeake Financial Advisors
Warmer can help you find a great advisor at Chesapeake Financial Advisors or one who fits your needs even better.
Chesapeake Financial Advisors is a fee-only, SEC-registered investment adviser that provides ongoing financial planning and investment supervisory services to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations and family businesses. The firm manages a multi-hundred million dollar client base and delivers both discretionary and non-discretionary portfolio management alongside integrated financial planning services. The firm emphasizes strategic asset allocation and documents client objectives in Investment Policy Statements, combining passive index and ETF exposures with selectively chosen active funds, individual equities and fixed income securities. Accounts are reviewed at least quarterly and the firm uses a third‑party platform to facilitate management of held‑away defined contribution plan participant accounts and to rebalance allocations when appropriate. Noteworthy in the brochure is the firm’s disclosed affiliation with Taylor & Company LLC and the practice of recommending that affiliate for accounting and tax services while stating clients are under no obligation to use it. The brochure also indicates the firm uses client testimonials and references third‑party ratings in its advertising, practices that the firm highlights alongside its fee‑only, no‑commission compensation model.
To learn more about the advisors currently working at Chesapeake Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Towson, MD
| 11
| |
Towson, MD
| 27
|
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