CHESAPEAKE FINANCIAL PLANNERS ALIGNS WITH LPL FINANCIAL TO SUPPORT ITS ADVISORS’ DELIVERY OF OBJECTIVE FINANCIAL ADVICE
Baltimore, MD — December 15, 2021 – Chesapeake Financial Planners, a financial services practice with offices located in Perry Hall and Bel Air, MD, today announced it has chosen to align with leading wealth management firm LPL Financial to support its business. By joining LPL, Chesapeake Financial Planners gains access to the firm’s comprehensive industry-leading tools, resources, integrated technology platform and business management solutions that support the firm’s delivery of objective financial advice to valued clients.
“We are excited to have the support of LPL. They are a leader in the industry and provide us with greater flexibility to manage our business with a focus on meeting the needs of our clients. With their integrated technology, business support solutions and robust product selection, we are able to operate more efficiently and have more time with our clients to create investment strategies and financial plans uniquely suited to their goals,” said Mark Rossbach and Jeff Judge, managing partners of Chesapeake Financial Planners
Chesapeake Financial Planners has been serving clients in the Mid-Atlantic community for 10 years, providing financial planning, investment management, retirement planning, estate planning coordination and insurance planning to individuals and small business owners.
About Chesapeake Financial Planners
Chesapeake Financial Planners is a financial planning practice that specializes in developing personalized strategies for closely held business owners, public/private corporate management, pre-retirees, and retirees.
Our purpose is to help our clients achieve better financial outcomes. This is pursued by working together to clearly define your personal, financial, and business goals, and holding you accountable every step of the way.
Our goal is to provide you the security that comes from knowing your family is prepared and protected, no matter what the future brings. By simplifying complex financial concepts,
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Maryland Financial Group, Inc. a registered investment advisor. Maryland Financial Group, Inc. and Chesapeake Financial Planners are separate entities from LPL Financial
LPL Financial and Chesapeake Financial Planners are separate entities.