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11-50 employees
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Financial Services
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401 Jefferson Avenue, Towson, Maryland 21286, US
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One Advisor, Twice the Advice
Chesapeake Financial Advisors was founded in 1998 by Principals, Tom Taylor and Tim Mudd, with headquarters in Towson, MD, we provide fee-only financial planning investment management, and tax planning services.
Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client.
Our mission is to provide financial peace of mind for the baby-boom, gen-x, and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management, and tax planning.
We are a member of the National Association of Personal Financial Advisors (NAPFA). All NAPFA Financial Advisors are required to work in a fee-only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The fee-only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees.
For a copy of our annual disclosure statement please review our ADV at the following url - http://www.peakeadvisors.com/site/wp-content/uploads/2018/04/ADV-Part-2A-Current-VersionAnnual.pdf
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Chesapeake Financial Advisors Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Chesapeake Financial Advisors email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact Chesapeake Financial Advisors customer service number call here 410-823-5442. To contact Chesapeake Financial Advisors customer service number in your country click here to find.
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