Our Values

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, reach 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.