Business Details
31 Years
experience
Your Trusted Partner for Financial Planning & Investment Management in Towson, MD
Chesapeake Financial Advisors is a fiduciary-bound, independent, and fee-only firm dedicated to providing comprehensive financial planning, investment management, and tax planning services tailored to clients' unique needs. With nearly three decades of experience, our team of certified professionals combines personalized attention with a proven process called OATA, ensuring clients receive fee-only fiduciary advice complemented by tax-saving strategies. We prioritize direct client access, offering 24/7 availability through phone, email, virtual meetings, or in-person consultations. Our proprietary investment research and client-centric dashboard provide real-time insights into financial plans and investments.Recognized by the Baltimore Sun for four consecutive years, we serve diverse clients including families, retirees, young professionals, and business owners. Our process integrates financial, investment, and tax planning to align with long-term goals while emphasizing transparency, accountability, and behavioral coaching. Headquartered in Towson, Maryland, we operate under Thoma Capital Management LLC, registered in multiple states to serve clients nationwide.
Services
Financial Planning
Investment Management
Tax Preparation
Retirement Planning
Wealth Accumulation Planning
Details
- Year established: 1995
Highlights and features
- We are registered investment advisers with fiduciary accountability.
- Our team includes CPAs and Enrolled Agents for integrated tax planning.
- Clients receive direct access to advisors without call centers or assistants.
- We implement proprietary investment research and behavioral coaching strategies.
- Recognized by the Baltimore Sun for four consecutive years.
What people say
Trust implicitly
Best financial decision
Thorough and caring
Safe hands
Patient explanations
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We integrate tax strategies with investment management to align with long-term goals. The process includes goal setting, retirement planning, education funding, and wealth accumulation strategies tailored to individual circumstances.
Investment Management
We provide customized investment strategies based on proprietary research and client-specific financial plans. Our services include systematic savings plans, intentional rebalancing, tax-smart investing, and behavioral coaching to optimize long-term returns while managing market volatility.
Tax Preparation
Our tax services combine compliance with strategic planning to minimize liabilities. Led by CPAs and Enrolled Agents, we offer rental real estate tax advisory, S-Corporation elections, and tax bracket management while integrating insights with broader financial planning.
Retirement Planning
We develop personalized retirement income strategies that ensure financial security. Services include distribution planning, Social Security optimization, Medicare strategies, and real-time plan monitoring through our client dashboard for evolving life circumstances.
Wealth Accumulation Planning
Our wealth accumulation service focuses on systematic net worth growth through tax-efficient saving and investing. We help clients calculate retirement numbers, implement 529 plans, and optimize investment allocations aligned with their financial plans.
Questions
What services does Chesapeake Financial Advisors offer?
We provide financial planning, investment management, and tax preparation services integrated into comprehensive strategies tailored to individual client needs.
Are you fiduciary financial advisors?
Yes, we are registered investment advisers held to fiduciary standards, prioritizing client interests through transparent, conflict-free advice.
How do you integrate tax planning with financial services?
Our team includes CPAs and Enrolled Agents who collaborate with financial planners to create tax-efficient strategies aligned with investment and retirement goals.
In which states do you provide services?
We serve clients in Maryland, Texas, Virginia, Florida, and Pennsylvania with state-compliant financial advisory services.
