Chesapeake Financial Planners
Contact for price
Service type
Responds in about 10 min
Thumbtack Guarantee
If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
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
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Social media
Services offered
Service type
Work location
I travel to my customers
I work remotely (phone or internet)
Reviews
Exceptional 5.0
9 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Read reviews that mention:
Bob B.
May 7, 2026
From Google
I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.
Chesapeake Financial Planners's reply
Thank you for the review!
Kim W.
Apr 8, 2026
From Google
I am delighted with LPL. They've stayed with me for years and Jeff Judge has been exceptionally helpful. I've gotten good advice. He's managed my assets professionally and has always been available answer my questions.He helped me consolidate several accounts into one manageable asset. He took the guesswork out of what could have been a complicated process.I trust him to be there and guide me through issues in which I have no expertise. But he does this all the time and has proven to be trustworthy.I do recommend Mr. Judge. You will not be disappointed.
Chesapeake Financial Planners's reply
Thank you for the review!
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!
Andrew B.
Mar 26, 2026
From Google
I check in with Mark a couple times a year and he always helps me keep my money that he manages growing. He also helps us with general advise regarding the type of places our 401k money should be (growth vs value, etc)
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!
Credentials
Background Check
Jeffrey Judge