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The standard financial planning conversation: contribute to your 401(k), maintai...
Your employer offers a 401(k) with a match. You've been told this is "...
Your friend just set up a trust and keeps telling you that you need one too. You...
When you're researching financial advisors, one term keeps appearing: fiduc...
Divorce is one of the most challenging financial transitions you'll ever fa...
You've saved diligently for retirement. Your 401(k) and IRA balances look s...
After inheriting money, you're suddenly navigating unfamiliar territory. Yo...
Switching jobs is exciting but it creates tax complications that most people don...
You've been offered a severance package, perhaps from a layoff, an early re...
You've spent decades building your retirement savings. Now that you're...
You've just received a windfall—an inheritance, a business sale, a legal ...
You're the center of your business. Clients call you. Employees come to you...
Jane Towery
1 week ago
I have been extremely pleased with Mark’s services over the last 15 years and would very highly recommend. Mark has taken the time to get to know my needs, interests, long and short term goals. We evaluate my portfolio yearly for any adjustments, reevaluation, or study trends. Mark objectively presents the pros and cons of options, answers questions, and leaves the final decision to me. I have never felt pressured and always appreciate how understood and listened to I have felt. More recently I have had some opportunity to work with Jeff as well. Mark and Jeff present a unified team who want to make your investments work for your needs.
Joyce Ducksworth
3 months ago
I have had the pleasure of entrusting my finances with Jeff and Mark for many years. Their expertise and advice are invaluable. My portfolio has grown significantly and has allowed me to retire comfortably with tremendous financial security. Mark is always available to answer my questions and provide solutions. I highly recommend Chesapeake Financial Planners.
stephen kinsley
3 months ago
Mark and Jeff have been my retirement advisors since 2011 and I could not be happier with them. They are knowledgeable and easy to talk with. They respond quickly to any questions and clearly explain all my options. I have been retired for 5 years and am fully confident that my financial future will continue to improve as it has so far with them. I would recommend them to anyone, and I only wish that I had met them sooner.
Bob Burris
3 months ago
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
4 months ago
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
4 months ago
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
5 months ago
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
7 months ago
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
8 months ago
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
9 months ago
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
9 months ago
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
9 months ago
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.
Resources
Media
Your Retirement Portfolio Might Need a New Kind of Diversification No One Is Talking About
AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more in...
Your Old Pokémon Cards Could Actually Be a Lucrative Investment
Everyone always says you should diversify your portfolio, and in 2026, Pokémon cards might be in th...
Your 401(k) match may not be as generous as it used to be
Fewer employers offer matches for their 401(k) plans this year, according to a new report....
Would You Rather Earn $150K in NYC or $80K in a Low-Cost-of-Living City?
We asked financial advisors which they'd take, and the math isn't the only thing that decides....
Workers Want Help Managing Their Money. Should Employers Step In?
School never taught you about money. Does that mean your job should? Financial education is an incre...
Women often outlive men. Here’s how they should approach their long-term care needs
In addition to typically living longer than their husbands, women also are more likely to need long-...
With inflation up, my friends are asking about TIPS and I bonds—here’s what I told them
TIPS and I bonds are designed to help protect savings from rising costs, but advisors say major port...
With Inflation On Rise, I Bonds Are Luring Investors Again
These bonds move with the rate of inflation, which has been pushed to unexpected highs....
Why your insurance broker should meet your financial adviser
An annual alignment review between the financial adviser and commercial insurance broker can catch o...
Why the 20-4-10 car-buying rule no longer works for many buyers
Even used-car buyers may need a six-figure income to follow this popular car-buying rule....
Why Succession Planning Is Now a Retention Strategy
Advisors who include clients through a transition are the ones who build the case years before they ...
Why State Street’s SPYM Is Treasury’s Top Choice for Trump Accounts
A handful of products were selected for the new government-sponsored accounts, including products fr...
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