Thoma Capital Management

Our Story

The Chesapeake Financial Advisors story begins with a vision. In a casual car ride, two young friends, Tim and Tom, realized their shared dream of establishing a financial planning and investment management firm. This vision, born out of their desire to empower individuals with financial clarity, blossomed into the successful practice we are today.

Why CFA?

We are fiduciaries, bound by an unwavering ethical code. This means we prioritize your best interests above all else. We operate with complete transparency, disclosing all compensation structures and potential conflicts of interest. Trust is the foundation of strong client relationships, and we believe transparency fosters that trust.

Our Team

Our experienced and compassionate team of financial professionals is passionate about helping you achieve your financial goals. We combine extensive expertise in financial planning, investment management, and tax preparation to create tailored solutions for every client.

Our Services

We offer a comprehensive selection of services designed to meet your individual needs:

Financial Planning

• Personalized financial plans that align with your unique goals and aspirations
• Comprehensive assessments of your financial situation
• Planning for retirement, estate planning, and wealth preservation
• Goal-setting and tracking progress

Investment Management

• Customized and diversified investment portfolios based on your risk tolerance and financial goals
• Continuous monitoring and rebalancing of your portfolio
• Access to independent research and insights from experienced analysts

Tax Preparation

• Accurate and efficient tax preparation services
• Strategic tax planning to minimize your taxes
• Expertise in navigating complex tax regulations

Client-Focused Tools and Resources

• Secure online portal for convenient access to your financial plan and portfolio
• Personalized financial dashboard with real-time data and performance updates
• Dedicated client service team to address your questions and concerns

Our Vision

Our vision is to empower every client to achieve their financial goals, enhance their quality of life, and build a secure financial future. We believe in open communication and education, ensuring you understand every step of the process and feel confident in your financial journey.