Chesapeake Financial Advisors
Investment Bank/Securities Brokerage - Towson, MD, US
Chesapeake Financial Advisors Employees
Chesapeake Financial Advisors Senior Management
Chesapeake Financial Advisors Details
One Advisor, Twice the AdviceChesapeake 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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