Overview

Chesapeake Investment Planning LLC

Information by Research TrustFinance

https://www.chesapeakeplan.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service