Chesapeake Financial Advisors

About Chesapeake Financial Advisors

<p>Known for its “One Advisor Twice the Advice” approach, Chesapeake Financial Advisors combines investment and tax strategy under one advisory relationship. Founded in 1998, the firm is a fee-only registered investment advisor with 30 employees and $0.3B in AUM (2026).</p> <p>Headquartered in Towson in the Baltimore metro area, Chesapeake Financial Advisors also has Maryland offices in Fulton (including Suite 350) and Frederick, serving clients across the greater Baltimore–Washington region. The team works under a fiduciary standard and was recognized by the Baltimore Sun.</p> <p>Along with wealth management for individuals and families, the firm supports workplace retirement plans through <a href="/plan-advisors">plan advisor</a> services such as 3(21) investment advice and plan design. Clients include families, retirees and pre-retirees, young professionals, healthcare workers, engineers, executives, business owners, federal government employees, surviving spouses, and people going through divorce.</p> <p>A practical differentiator is its focus on tying day-to-day planning tools to advice, including direct access to advisors and a client dashboard for tracking plans and investments, plus experience with Maryland municipal bonds for tax-aware portfolios.</p> <ul> <li>Fee-only RIA; fiduciary standard</li> <li>Founded in 1998; 30 employees</li> <li>Offices in Towson (HQ), Fulton, and Frederick, Maryland</li> <li>Retirement plan services: 3(21) investment advice and plan design</li> <li>$0.3B AUM (2026)</li> </ul>

Website: https://peakeadvisors.com/

Founded: 1998

Employees: 30