Chesapeake Financial Advisors
www.peakeadvisors.comOne Advisor, Twice the Advice Chesapeake 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
Read moreOne Advisor, Twice the Advice Chesapeake 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
Read moreCountry
State
Maryland
City (Headquarters)
Towson
Employees
11-50
Founded
1998
Estimated Revenue
$1 to $1,000,000
Social
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Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Client Service Associate
Email ****** @****.comPhone (***) ****-****Real Estate Financial Analyst
Email ****** @****.comPhone (***) ****-****
Technologies
(22)