Senior Financial Advisor And Tax Advisor
CurrentChesapeake 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… Show more 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.craig@peakeadvisors.com | 410-823-5442 | www.peakeadvisors.com Show less
