Chessie Advisors, Llc
Chessie Advisors, LLC was founded to provide objective, comprehensive, fee-only financial planning and investment management solutions to teachers, engineers, young professionals and other clients typically served by brokers or other high commissioned salespeople. We don't sell insurance. We don't have our own proprietary funds. We receive no hidden commissions or kick-backs. We analyze your situation, and recommend the best solutions that are in your best interest, not ours. We give you the peace of mind knowing that, as your trusted advisor, we are helping you stay on track toward your goals and dreams, not trying to take advantage of you. We deliver truly comprehensive wealth management plans focused on all aspects of your financial situation, including investment management, tax and estate strategies, retirement and education cash flow analyses, and risk management.
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Top roles at Chessie Advisors, Llc
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- 1founder president, certified financial plannertm (cfp)
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