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165 Log Canoe Circle, Suite A, Stevensville, MD 21666

(443) 249-3514
info@cipadvisor.com
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Welcome to Chesapeake Investment Planning.

Guiding You Through Life's Transitions

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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What We DoGuidance For Every Step or Phase

Chesapeake Investment Planning operates primarily to ensure our clients receive the best financial advising services with a personal, hometown touch. In an increasingly impersonal industry that promotes sales over service, we are committed to ensuring that each of our clients know how respected, valuable, and important they are. This is what sets Chesapeake Investment Planning apart from the majority of other similar companies. 


Every member of our team is dedicated to the betterment of their communities as demonstrated by their tireless and selfless donation of time and energy to various endeavors that seek to improve the lives of everyone involved. We carry this altruism into our professional relationships as well by ensuring that each and every one of our clients understands that we are completely devoted to helping them develop, maintain, and, ultimately, pursue their long-term financial goals. We firmly believe and adhere to the tenet that recognizing each individual’s inherent value and working to fulfill their needs is a recipe for success.

ServicesWhat We Offer

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and strive to ensure its endurance for future generations. And we’ll do the same for you.

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Retirement Planning


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Investment Advisory


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Estate Planning


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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Providing Insight as a Tool for Success

Providing Insight as a Tool for Success

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Our ProcessA partner on your life journey.


Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.


Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.


Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.


Phase IV: Monitoring & Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

Events

Events

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