How does the advisor help clients – Key Takeaways:
Chesapeake Financial Planning is a financial firm that provides comprehensive financial planning services to its clients. With a team of highly experienced financial experts, the firm is dedicated to helping its clients achieve their financial goals and secure their financial future.
Some of the key takeaways of the firm’s services include:
- Customized financial plans: Chesapeake Financial Planning creates personalized financial plans that are tailored to meet the unique needs and goals of each of its clients.
- Holistic approach: The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life, including investments, insurance, taxes, and estate planning.
- Client education: Chesapeake Financial Planning believes in educating its clients about the strategies and decisions that will impact their financial future, empowering them to make informed decisions.
- Long-term partnerships: The firm develops long-term partnerships with its clients, providing ongoing support and guidance as their financial needs and goals evolve over time.
Facts and Insights
Founded in 2010, Chesapeake Financial Planning has quickly established itself as a leading financial planning firm in the state of Maryland. The firm is registered with the Securities and Exchange Commission (SEC) and serves clients both locally and nationwide.
The firm’s team of financial advisors has a combined experience of over 50 years in the financial industry, bringing a wealth of knowledge and expertise to their clients’ financial planning needs.
The firm follows a fiduciary standard, meaning they are legally bound to act in their clients’ best interests at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 6 | 11 years |
As of 2021, Chesapeake Financial Planning manages over $150 million in assets for its clients. The firm has a team of 6 financial advisors, each with their own area of expertise, to provide comprehensive financial planning services to their clients. With 11 years in business, the firm has established a reputable track record of helping clients achieve their financial goals.
Financial Services Offered
Chesapeake Financial Planning offers a wide range of financial services to help individuals, families, and businesses achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
- Employee benefit planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Executives
Chesapeake Financial Planning’s services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Chesapeake Financial Planning charges a fee based on a percentage of the assets they manage for their clients. The firm’s fee structure is designed to be transparent and fair, with no hidden fees or commissions. Clients are provided with a complete breakdown of all fees and costs before entering into an agreement with the firm.
The firm also offers financial planning services on an hourly or project basis for clients who do not require ongoing management of their assets.
Background
Chesapeake Financial Planning was founded by John Smith, a seasoned financial advisor with over 20 years of experience