Honest answers. No marketing.
The questions I hear most often, answered plainly. If yours isn't here, email me directly — I read everything.
Credentials & Compliance
Are you a fiduciary?
Yes. I'm a CFP®, ChFC®, CLU®, and AEP®. The advisory work is done through Great Valley Advisor Group, an SEC-registered investment advisor. Fiduciary duty applies whenever I'm acting in that capacity.
Services
What if I just want one project, not an ongoing relationship?
No — I only work with ongoing clients. If you need a one-time tax projection, Roth conversion analysis, or second opinion, you'll get better service from an hourly planner or a CPA. Happy to point you toward a good one via email.
Working Together
How are you paid?
The honest answer is "depends on the client and the work." Chesapeake uses several compensation structures because, as I've written elsewhere, picking one and calling it virtuous is mostly marketing. We talk about it on the fit call and pick the one that fits the problem you're trying to solve. If the structure ever stops fitting, we change it.
What's the minimum to work with you?
New client relationships typically need to satisfy one of the following: Investable assets of at least $250,000; Household income of at least $200,000; Engaged for annual Financial Management Oversight; or Referral from an existing client.
Can you take clients outside Maryland?
Yes. The firm is in Forest Hill but I work with clients across the country, mostly remotely with two or three in-person meetings a year for clients who want them.
Still have questions?
The fit call is thirty minutes, no pitch, and a real answer at the end.
Book the 30-min Fit Call →