Chesapeake Financial Advisors

www.peakeadvisors.com

One 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 more

Reach decision makers at Chesapeake Financial Advisors

Lusha Magic

Free credit every month!

One 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 more
icon

Country

icon

State

Maryland

icon

City (Headquarters)

Towson

icon

Employees

11-50

icon

Founded

1998

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Real Estate Financial Analyst

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(22)

Reach decision makers at Chesapeake Financial Advisors

Free credits every month!

My account

Sign up now to uncover all the contact details