Services

From Financial Fog to Focused Progress

With ongoing oversight, expert investment guidance, and real accountability, you'll finally feel like someone has your back. Because we do.

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You’ve built a life, a business, or a career that demands your time and energy. But managing the financial side of it, investments, taxes, major transitions can feel like a full-time job on its own.

You shouldn’t have to become a financial expert to feel confident about your next step. That’s why our clients choose to work with a fiduciary CFP^®: to stop second-guessing, start making decisions with clarity, and gain back time for what matters most. You stay in control. You call the shots. And you get a proactive plan that keeps every part of your financial life moving forward, without carrying it all alone.

Personal Financial Management Oversight

Because Having a Plan Isn’t the Same as Sticking to It

You’ve worked hard to build a fulfilling life, but navigating the financial side of it can feel like wandering through a fog of decisions, distractions, and data. At Chesapeake, we bring order to that chaos. With personal financial oversight rooted in our R.U.D.D.E.R.™ method, we don’t just give advice and disappear. We help you actually follow through.

As fiduciary CFP^® professionals, we act as your accountability partner, reviewing, adjusting, and refining your financial plan as life evolves. That means fewer sleepless nights, more confident decisions, and a steady hand guiding you forward. You stay in control. We help you stay on course.

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Chesapeake Financial Planners

5.0

Based on 8 reviews

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Kim Wright

16:39 08 Apr 26

I am delighted with LPL. They've stayed with me for years and Jeff Judge has been exceptionally helpful. I've gotten good advice. He's managed my assets professionally and has always been available answer my questions.

He helped me consolidate several accounts into one manageable asset. He took the guesswork out of what could have been a complicated process.

I trust him to be there and guide me through issues in which I have no expertise. But he does this all the time and has proven to be trustworthy.

I do recommend Mr. Judge. You will not be disappointed.

Sharon Lewis

01:38 08 Apr 26

My husband and I met Mark and Jeff in 2014 when my husband left his job after 23 years. We met with Mark and Jeff to decide where to invest his retirement money. Before that decision was made, they took their time to understand our entire financial picture and based on that they gave us several options on where we could invest. They were very easy to talk with and made the conversation easy to understand. They are easy to get in touch with if you have questions and provide answers quickly. When it came time for me to retire, I also rolled my retirement investments into accounts managed by Mark and Jeff. We have also setup our estate planning as well as long term health planning based on advice we have had in review meetings in the years following our initial meeting. We have even referred our daughter and son in law to them. Highly satisfied with the investment service and customer service.

Andrew Benner

13:56 26 Mar 26

I check in with Mark a couple times a year and he always helps me keep my money that he manages growing. He also helps us with general advise regarding the type of places our 401k money should be (growth vs value, etc)

Mark Gray

05:40 19 Jan 26

Jeff has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Mark and I’ve been working with him ever since. I’m successfully retired now and will begin drawing on my investments this year. I highly recommend Chesapeake Financial Planners for your retirement planning. – Mark G.

David Carrington

14:52 22 Dec 25

Jeff has been my financial advisor/ planner for several years. He has always guided me in the right direction and I have seen my retirement account continuously moving in the right direction. During the current uncertainty of the financial world right now Jeff has given me peace of mind that I continue to be in a safe and secure position with my finances. Jeff is very professional and quick to respond to my emails. As I approach my retirement years it is comforting to know my finances will be there when I need them.

Matt Hurson

17:44 07 Dec 25

I have been working with Jeff Judge and Chesapeake Financial Planners for about 3 years. Jeff has provided timely and well considered advice and acted promptly when I've needed access and changes to my portfolio. Highly recommend their services.

John Komoroski

15:34 18 Nov 25

We have worked with Jeff at Chesapeake Financial Planners for over 10 years. Throughout that time he has provided valuable investment and retirement information. Our investments have navigated this turbulent market far better than expected. Thank you Jeff.

Charles Gaither

02:38 15 Nov 25

I've been working with Chesapeake Financial Planners for a little over six years, and it's been an outstanding experience. They're knowledgeable, responsive, and consistently provide clear, personalized advice that aligns with my financial goals. Their long-term commitment and reliability have given me real peace of mind.

Investment Management

Smart Investing. Personalized for You.

You’ve built your portfolio. You’ve done your homework. But at a certain point, complexity outpaces time and guesswork starts to feel like a risk you can’t afford. That’s where we come in. As fiduciary CFP® professionals, we don’t sell products or push trends.

We manage investments with strategy, tax awareness, and discipline, tailored to your goals and actively adjusted when markets shift or life changes. You stay in control. You stay informed. And you gain a trusted partner who helps you make smarter investment decisions without having to watch the market every second. It’s not about handing over the wheel—it’s about driving with better navigation.

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