Experience

Chesapeake Financial Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Senior Client Service Specialist

  • Sep 2020 - Present

  Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS, 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. 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. Our mission is to create financial peace of mind with service beyond expectations so you can focus on what truly matters to you. austine@peakeadvisors.com | 410-823-5442 | www.peakeadvisors.com Show less