Contact Chesapeake Financial Planners
Get a custom proposalFeel More in Control of Your Financial Life
· You’re smart, successful, and used to figuring things out. But when it comes to your finances, especially during a big life shift, it can feel like too much. Business sales, inheritance, retirement, divorce, career pivots...these are high-stakes transitions, and they don’t come with a playbook. The decisions are complex. The tax implications are murky. And everyone seems to have an opinion. You want clarity, not more noise. You want a partner who speaks your language, respects your intelligence, and knows how to turn complexity into a clear course of action.
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Min project size
$250,000+
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Hourly rate
$300+ / hr
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Employees
2 - 9
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Locations
Forest Hill, MD
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Year founded
Founded 2021
1 Locations
- Forest Hill , MD
Service Lines
- Accounting
- 20%
- Financial Consulting
- 20%
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Industries
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Clients
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Our Story
We deliver objective, data-driven financial advice with empathy and accountability, helping high-achieving individuals navigate complexity and build a financial life that supports the way they truly want to live
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