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Chesapeake Financial Advisors

This Office:

8160 Maple Lawn Blvd Ste 200
Fulton, MD 20759-2616
Phone: 410-823-5442

Primary Office:

401 Washington Ave Ste 1202
Towson, MD 21204-4821
Phone: (410) 823-5442
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Other Offices:

15 E Churchville Rd Ste 106
Bel Air, MD 21014-3837
Phone: (410) 823-5442
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Advisors At This Office
Tom Taylor, CPA/PFS Multilocation flag
NAPFA-Registered Financial Advisor

Chesapeake Financial Advisors

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

 

Our Mission

 

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, Tim or Craig 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.

Towson Bel Air Columbia MD Finanical Planner Financial Advisor CPA