Chesapeake Financial Planners
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About
Most financial advisors give you advice. We give you a system. The R.U.D.D.E.R. Method™ is our proprietary planning framework designed to keep you on course through every financial decision — from wealth building to retirement to legacy. No guesswork. No generic plans. Just a clear path built around your life.
Overview
Serves Forest Hill, MD
Background checked
5 employees
9 years in business
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Services offered
Service type
Work location
I travel to my customers
I work remotely (phone or internet)
Reviews
Exceptional 5.0
8 reviews
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Read reviews that mention:
Sharon L.
Apr 7, 2026
From Google
My husband and I met Mark and Jeff in 2014 when my husband left his job after 23 years. We met with Mark and Jeff to decide where to invest his retirement money. Before that decision was made, they took their time to understand our entire financial picture and based on that they gave us several options on where we could invest. They were very easy to talk with and made the conversation easy to understand. They are easy to get in touch with if you have questions and provide answers quickly. When it came time for me to retire, I also rolled my retirement investments into accounts managed by Mark and Jeff. We have also setup our estate planning as well as long term health planning based on advice we have had in review meetings in the years following our initial meeting. We have even referred our daughter and son in law to them. Highly satisfied with the investment service and customer service.
Chesapeake Financial Planners's reply
Thank you for the review!
Mark G.
Jan 19, 2026
From Google
Jeff has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Mark and Ive been working with him ever since. Im successfully retired now and will begin drawing on my investments this year. I highly recommend Chesapeake Financial Planners for your retirement planning. Mark G.
Chesapeake Financial Planners's reply
Thank you for the review!
David C.
Dec 20, 2025
From Google
Jeff has been my financial advisor/ planner for several years. He has always guided me in the right direction and I have seen my retirement account continuously moving in the right direction. During the current uncertainty of the financial world right now Jeff has given me peace of mind that I continue to be in a safe and secure position with my finances. Jeff is very professional and quick to respond to my emails. As I approach my retirement years it is comforting to know my finances will be there when I need them.
Chesapeake Financial Planners's reply
Thank you for the review!
Matt H.
Dec 7, 2025
From Google
I have been working with Jeff Judge and Chesapeake Financial Planners for about 3 years. Jeff has provided timely and well considered advice and acted promptly when I've needed access and changes to my portfolio. Highly recommend their services.
Chesapeake Financial Planners's reply
Thank you for the review!
John K.
Nov 18, 2025
From Google
Chesapeake Financial Planners's reply
Credentials
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Jeffrey Judge