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CFA Recognized as One of Baltimore’s Top Financial Advisors

We are proud to be recognized by Expertise as one of Baltimore’s Top Financial Advisors!  That’s no secret to our clients who have trusted in our fiduciary based services for 20 years.  As we celebrate 20 years in business, we are extremely grateful for the trust our clients have placed in us over the years.  We are committed to continuing to provide the exceptional investment management, financial and tax planning services our clients and their families have come to expect for many years to come.

Selection criteria among 163 firms analyzed by Expertise included:

  1. Reputation – a history of delighted customers and outstanding service.
  2. Credibility – Building customer confidence with licensing, accreditations, and awards.
  3. Experience – Masters of their craft, based on years of practical experience and education.
  4. Availability – Consistently approachable and responsive, so customers never feel ignored.
  5. Professionalism – Providing service with honesty, reliability, and respect.

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Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.

Tom has over 25 years of experience in finance and accounting. Before founding Chesapeake Financial Advisors (CFA) in 1998, Tom started his career at the international accounting firm Ernst & Young as an auditor in the Financial Services Industry Group. He then joined Legg Mason as an Investment Banking Analyst. In this role, he acquired extensive transaction experience in common and preferred equity stock offerings, mergers and acquisitions and fairness opinions. This experience laid the foundation to branch out and form CFA.

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