Chesapeake Financial Advisors
Investment Management • 
Towson, Maryland, United States • 11-20 Employees
Company overview
| Headquarters | 401 Jefferson Avenue, Towson, Maryland 21286, US |
| Phone number | +14108235442 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Advice, Tax Preparation, Comprehensive Financial Planning, Fee-Only Financial Planning, Independent Investment Management |
| Founded | 1998 |
| Employees | 11-20 |
| Socials |
Key Contacts at Chesapeake Financial Advisors
Jill Taylor
Director
Tom Taylor
Founder
Katie Barnaba Smith
Director Of Client Services
Colleen Williams
Director Of Finance
Katie Vanveldhuizen
Director Of Client Accounting And Payroll Services
Chesapeake Financial Advisors Email Formats
Chesapeake Financial Advisors uses 2 email formats. The most common is {first initial} (e.g., j@peakeadvisors.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@peakeadvisors.com | 80% |
{first name} | john@peakeadvisors.com | 20% |
About Chesapeake Financial Advisors
One Advisor Twice the Advice Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS. Our headquarters is in Towson, MD and 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 make your financial life easier and to provide financial peace of mind 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 - https://adviserinfo.sec.gov/firm/brochure/120139
Chesapeake Financial Advisors revenue & valuation
| Annual revenue | $8,323,207 |
| Revenue per employee | $521,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $26,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Chesapeake Financial Advisors has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Chesapeake Financial Advisors has never raised funding before.
Chesapeake Financial Advisors Tech Stack
Discover the technologies and tools that power Chesapeake Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Security
Programming languages
Blogs
United Kingdom
Germany
Colombia
Frequently asked questions
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