Chesapeake Investment Planning LLC

Chesapeake Investment Planning LLC is a financial planning company based in Stevensville, Maryland. Founded in 2009 by Todd, the firm employs four individuals and generates annual revenue of $2.5 million. Chesapeake Investment Planning provides financial development, investment management, and insurance planning services to individuals. With over 20 years of experience in the financial industry, Todd and his team strive to help clients achieve financial independence. The company emphasizes building personal relationships with clients, aiming to provide a Wall Street-competitive level of service with a hometown feel. Chesapeake Investment Planning distinguishes itself through a commitment to personalized attention and a team with over 50 years of combined experience. Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Chesapeake Investment Planning, LLC is not affiliated with Kestra IS or Kestra AS. Clients can learn more or contact the company through their website at cipadvisor.com.