Chesapeake Investment Planning LLC
Information by Research TrustFinance
Founded in 2004, Chesapeake Investment Planning, LLC is a Registered Investment Adviser (RIA) based in Maryland. The firm operates on a "fee-only" basis, meaning its revenue comes directly from clients rather than from commissions on financial products, which aligns with its stated mission to provide objective advice and act as a fiduciary. They specialize in creating personalized financial plans and managing investment portfolios for individuals, families, and retirees, focusing on long-term financial goals.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial