Chesapeake Financial Advisors
Chesapeake Financial Advisors is an independent fee-only investment advisor and financial and tax planning firm located in Towson, Maryland.
Our Mission
- Is to help our clients achieve financial peace of mind
Our Goals
- Assist our clients in prioritizing and quantifying their financial goals
- Set realistic expectations
- Implement a disciplined and prudent savings strategy and diversified investment allocation strategy
We invest for the long term by establishing asset allocations and adjusting those allocations upon the changing circumstances of our clients and not on the vagaries of short-term market fluctuations.
We believe in old-fashioned service so when you call us, you will reach Tom or Tim directly; not an assistant, not a customer service rep or account executive. When you send us an email, you will get a timely reply. If we don't know the answer right away, we will research it and get you an answer in a timely fashion.
We invite you to learn what our clients already know. We do not have an investment asset minimum so contact us today to schedule a complimentary consultation meeting to discuss your investment, financial and tax planning needs.