Katie Smith's Contact Details

Katie Smith's Company Details

Chesapeake Financial Advisors

Towson, MD, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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