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Economic & Market Reports
The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterl...
Business Owners
Can I retire after selling my business for $2-5 million?
You've built a successful business over decades. Now someone wants to buy i...
Retirement Planning
What Should You Do Immediately After Winning the Lottery?
You just won the lottery. In an instant, everything changed. Your first impulse ...
Retirement Planning
What should I do with a large sum of money I suddenly received?
You just received a large sum of money. Maybe it's an inheritance, a legal ...
Taxes
What happens to my stock options when I leave my job?
You've got the offer letter. The new role is perfect. Compensation is a 30%...
High Net Worth
How Do High Earners Contribute to a Roth IRA?
If you're earning a substantial income, you've likely discovered one f...
Business Owners
What questions should I ask before hiring a financial advisor?
Hiring a financial advisor is one of the most important financial decisions you&...
High Net Worth
Why do high earners feel broke despite making good money?
You're earning six figures. Maybe more. On paper, you're doing great. ...
Bob Burris
00:49 08 May 26
I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.
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.
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.