About Us
At Chesapeake Financial Advisors, our unwavering commitment lies in being a financial leader through every chapter of your life. As a fiduciary-bound, independent, and fee-only firm, we offer comprehensive financial planning, investment management, and tax planning services tailored to your unique needs and vision of the future.
One Advisor ™
Our clients receive the dedicated involvement of our Founder and his team of advisors as well as a dedicated client service specialist who knows you and your vision. With direct access to those managing their financial & tax plans, clients benefit from clear accountability. Our Advisors & Specialists are available around the clock via phone, email, virtual meeting, or in person.
The CFA Story
You’ve dreamed before, haven’t you? You’ve had that idea and thought what if? That’s how it all got started for us nearly 30 years ago. Tom was asked about a Series 65 book on his table and responded, “It’s mine and I’m starting an investment firm”. He was 27 years old with a VISION and in a car ride up to Long Island, the dream became the reality that is now Chesapeake Financial Advisors.
Why CFA?
We 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 required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
"CFA made sure to follow up with me consistently to make sure things were done correctly without me having to stress about trying to figure out the tax system at the same time that I'm trying to get my business to grow."
- Nathan L.
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.