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.
Thomas Cowley
1 week ago
Mark and Jeff have handled my finances for over a decade. They have been great stewards for my investments which have grown substantially. They listen to my goals and give me recommendations and options to carry them out. I highly recommend them.
Jane Towery
3 months 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
5 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
5 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
6 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
7 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.
Sharon Lewis
7 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
7 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
10 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
10 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
11 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
12 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
12 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.
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.
With our R.U.D.D.E.R. method™, you gain a clear path forward—one that adapts with your life, not just your portfolio. First, we Review where you stand and Recognize the patterns and risks shaping your finances. Then we Uncover your priorities and Understand what truly drives your decisions. Together, we Design and Develop a strategy that aligns with your goals, before Discussing and Deciding on next steps that feel right to you. From there, you Execute with confidence and Empower yourself with tools and insight, not guesswork. As life evolves, we continually Reassess and Refine your plan, so nothing gets stale or out of sync. The result? You stay in control with a trusted guide beside you and clarity replacing the chaos.
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.
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
What is TeleWealth virtual financial planning?
TeleWealth is Chesapeake Financial Planners' fully virtual service that delivers the same fiduciary financial planning as an in-person engagement, by phone, Zoom, or Microsoft Teams. There's no office visit required and no geographic limit. TeleWealth clients work through the R.U.D.D.E.R. Method process and receive the same concierge-level planning as clients who meet in person, from anywhere in the country.
Can I work with a fiduciary financial advisor virtually?
Yes. Chesapeake Financial Planners is a fiduciary firm, meaning advisors are legally required to act in your best interest whether you're meeting by phone, Zoom, or Microsoft Teams. TeleWealth clients receive full fiduciary-standard planning through the R.U.D.D.E.R. Method, covering investment management oversight, retirement planning, tax strategy coordination, and estate planning guidance. The fiduciary obligation doesn't change based on how you meet.
How does virtual financial planning work?
Virtual financial planning with Chesapeake Financial Planners follows three phases. First, a complimentary 30-60 minute Fit Call to confirm alignment. Second, a structured planning engagement using the R.U.D.D.E.R. Method, conducted over a series of phone or video meetings. Third, ongoing virtual review meetings to keep your plan current. Documents are shared through a secure client portal, and signatures are handled digitally, with no paperwork to mail or fax.
Is virtual financial planning as good as meeting in person?
For most clients, yes. TeleWealth delivers the same depth of planning as an in-person engagement, not a scaled-down version. The R.U.D.D.E.R. Method covers cash flow, investments, insurance, retirement, tax strategy, and estate planning. The meeting location is the only thing that changes. Many TeleWealth clients find the flexibility of virtual meetings helps them stay more consistent about the ongoing work.
Do I need to live in Maryland to work with Chesapeake Financial Planners?
No. Chesapeake Financial Planners serves clients nationwide through TeleWealth. The firm is based in Maryland and registered as an investment adviser in the state, but TeleWealth extends that same fiduciary service to professionals and families across the country, including clients in DC and Virginia.
What is a fee-based financial advisor?
A fee-based financial advisor charges clients directly for planning and advisory services, typically through a flat planning fee, hourly rate, or percentage of assets under management, and may also receive compensation through certain financial products. That distinguishes them from commission-only advisors, who are paid when products are sold. Chesapeake Financial Planners operates on a fee-based model and, as a fiduciary firm, is required to act in your best interest regardless of how compensation is structured.
What does a virtual financial advisor do?
A virtual financial advisor provides the same services as a traditional in-person advisor: financial planning, investment management oversight, retirement income planning, tax strategy, insurance review, and estate planning coordination. The difference is delivery: meetings happen by phone or video rather than in an office. TeleWealth advisors at Chesapeake Financial Planners follow the full R.U.D.D.E.R. Method and maintain ongoing client relationships through regular virtual reviews.
How do I get started with a virtual financial planner?
Getting started with TeleWealth begins with a complimentary Fit Call, at no cost and no obligation. It's a 30-60 minute conversation by phone, Zoom, or Microsoft Teams where you share your situation, ask questions, and both sides confirm the fit. If it makes sense to move forward, we outline next steps to begin the planning process.
What financial planning services are included with TeleWealth?
TeleWealth includes the full scope of Chesapeake Financial Planners' financial planning services, delivered through the six-phase R.U.D.D.E.R. Method. That covers seven areas: cash flow and budgeting analysis, investment management oversight, retirement income and distribution planning, tax planning coordination, insurance and risk management review, estate planning guidance, and business exit planning for business owners.
What makes Chesapeake Financial Planners different from other online financial advisors?
Unlike robo-advisors or algorithm-based platforms, Chesapeake Financial Planners provides dedicated human advisory relationships under a fiduciary standard. TeleWealth clients work with a CFP professional who knows their complete financial picture, not just their portfolio. The R.U.D.D.E.R. Method ensures every client receives a structured, comprehensive plan with proactive ongoing oversight, not reactive service triggered only when the client calls.
*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
Ready to stop second-guessing and start feeling in control?
Book a short “Fit Call” to see if we’re the right partner for your financial life. No pressure, no jargon, just a conversation focused on your goals and whether our approach makes sense for your needs.