TeleWealth
Your Financial Plan. No Office Required.
Comprehensive, fiduciary financial planning — the same concierge experience as in-person, delivered via phone or video call anywhere in the country.
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See How It Works
- Secure Zoom and Microsoft Teams meetings
- Phone consultations available
- Encrypted document sharing
- Digital signatures — paperwork handled
- Serving clients nationwide
- Fiduciary. Fee-based. Full-service.
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.
You need a real financial plan. You just can't always get to an office.
Busy professionals and families face a frustrating gap: the financial guidance they need exists, but the traditional model assumes you have time to drive to an advisor's office on a Tuesday afternoon. You don't.Your Schedule Doesn't Allow It
Work, family, and life don't leave room for commutes to an office. Your financial planning shouldn't require one.
You Live Outside the Local Area
You've heard about Chesapeake Financial Planners but you're in Boston, Charlotte, or Colorado. Distance shouldn't limit who advises you.
You're Not Sure Virtual Is "As Good"
Robo-advisors and discount online services left you skeptical. You need a human advisor who knows your full financial picture, not just your portfolio.
Chesapeake Financial Planners. Fiduciary advisors, wherever you are.
We understand the frustration of wanting real, comprehensive financial guidance but being priced out by geography or squeezed out by time. That's why we built TeleWealth — not as a lesser option, but as the same full-service, concierge planning experience our local clients rely on, delivered entirely by phone or video.- CFP® — CERTIFIED FINANCIAL PLANNER™ professionals
- 100% Fiduciary — always required to act in your interest
- Fee-based — transparent, straightforward compensation
Three steps to a financial plan that actually fits your life.
Getting started with TeleWealth is straightforward. No in-person visit required — ever.Schedule Your Complimentary Fit Call
A 30-60 minute call to make sure we're the right fit for your situation, goals, and complexity. No pressure, no pitch — just an honest conversation.
Build Your Plan Using the R.U.D.D.E.R. Method
Through a series of virtual meetings, we work through all six phases of the R.U.D.D.E.R. process — reviewing your full picture, uncovering your real goals, designing your strategy, and building a plan built around you. Documents are shared securely. Signatures are digital. Everything happens on your schedule.
Ongoing Virtual Reviews, Always in your Corner
Life changes. Markets shift. Tax laws update. TeleWealth clients receive proactive, scheduled virtual reviews — not just a call when something goes wrong. Your plan stays current because we stay connected.
Chesapeake Financial Planners R.U.D.D.E.R. Method™
Hover over a step below for instant details on that stage.
Hover Over a Step to Begin
Use the R.U.D.D.E.R. steps above to quickly navigate and review the key activities, focus areas, and deliverables for each of the six stages in our project methodology.
Quick Tip:
This panel will update dynamically as you move your mouse over the steps.
(Note: On touch devices, tapping a step will activate the hover state.)
Why TeleWealth is Different - Not a robo-advisor. Not a discount service. The real thing, virtually.
There's no shortage of online financial tools. What's rare is a fiduciary CFP® professional who knows your entire financial life, not just your account balance.- Other virtual options: Algorithm-driven recommendations with no human context. No relationship. No accountability.
- TeleWealth: A dedicated fiduciary advisor who knows your family, your career, your goals — and is available when it matters.
- Other virtual options: Cookie-cutter portfolios or generic advice not connected to your full financial plan.
- TeleWealth: Comprehensive planning across cash flow, investments, taxes, insurance, retirement, and estate — all coordinated together.
- Other virtual options: Reactive service. You contact them when something feels off.
- TeleWealth: Proactive, scheduled virtual reviews. We reach out when your plan needs attention — you don't have to chase us.
Imagine knowing your finances are truly taken care of.
TeleWealth clients don't just have a financial plan — they have clarity, confidence, and a trusted advisor who keeps them on course.
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A clear roadmap - You know where you stand today, where you're going, and exactly what steps are next. No more guessing or wondering if you're on track.
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Someone in your corner - A fiduciary advisor who knows your full picture — not a call center rep reading from a script. Someone you trust to give you the honest answer.
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No geographic limits - You get the same concierge planning experience regardless of where you live. Great financial planning shouldn't require a local address.
A clear roadmap - You know where you stand today, where you're going, and exactly what steps are next. No more guessing or wondering if you're on track.
Someone in your corner - A fiduciary advisor who knows your full picture — not a call center rep reading from a script. Someone you trust to give you the honest answer.
No geographic limits - You get the same concierge planning experience regardless of where you live. Great financial planning shouldn't require a local address.
TeleWealth was built for people who refuse to settle for "good enough."
If any of these describe you, TeleWealth may be exactly what you've been looking for:
- Busy professionals and dual-income households who need comprehensive planning but can't schedule around office hours
- Executives, business owners, or professionals outside Maryland, DC, and Virginia who want a true fiduciary advisor
- Frequent travelers or remote workers whose schedules make in-person meetings impractical
- People who've tried robo-advisors or discount online services and want something more personal, more complete, and more accountable
- Existing CFP clients who've relocated and want to keep working with their advisor
Frequently Asked Questions
*Advisors are only obligated to apply the fiduciary standard in advisory relationships. They are not legally obligated to apply the fiduciary standard when working in Brokerage only relationships
**Mark Rossbach is the only advisor who has attained the RICP and CPA Designations and Jeff Judge is the only advisor who has attained the CFP, ChFC and CLU Designations