Tom  Taylor

Tom Taylor

| CPA/PFS

Chesapeake Financial Advisors

(410) 823-5442

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Fee Only Financial Planner With Offices in Towson and Columbia, MD and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Planning for Business Owners
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Tax Planning and Preparation

Website

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8160 Maple Lawn Blvd
Suite 200
Columbia, MD 20759

401 Washington Avenue
Suite 1202
Towson, MD 21204

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Tom Taylor, CPA is a Towson and Columbia, MD Fee-Only Financial Planner serving the greater Baltimore and DC areas. Chesapeake Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Tom Taylor is a NAPFA-Registered Financial Advisor and a Certified Public Accountant.

Tom Taylor, CPA/PFS founded the firm in May 1998 as an independent investment firm specializing in providing individuals, families, small businesses and institutions with unbiased investment management and financial planning advice.  He is an experienced investment manager and financial planner and is responsible for overseeing the firm’s investment advisor practice, financial and tax planning practice.

Tom’s investment philosophy is predicated on the belief that “properly allocated and individually managed investment portfolios should contain assets that are consistent with the goals and objectives of our clients and should be monitored continuously by principals with the highest standards of integrity, experience and investment acumen.”

Before founding the firm, Tom spent two years with the Corporate Finance division of the Baltimore based investment bank, Legg Mason, Inc. While at Legg Mason, Tom completed various common stock and merger transactions valued at over $1.4 billion. Tom began his career in the audit practice of the international accounting firm of Ernst & Young LLP, also in Baltimore.

Educational Background

Graduated cum laude from Mount Saint Mary’s University, Emmitsburg, Maryland, in 1993 with degrees in Accounting and Finance.

Tom is a 1989 honors graduate of Calvert Hall College High School, in Towson, Maryland.

He received his Certified Public Accountancy (CPA) license in 1996, is a Personal Financial Specialist (PFS) and has completed the National Association of Securities Dealers (NASD) Series 65 exam.

In 2005 Tom was named “Most Outstanding Alumnus” of Calvert Hall College High School, an honor he truly cherishes.

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Chesapeake Financial Advisors is an independent fee-only investment management and financial planning firm located in Towson and Columbia, Maryland

Our mission is to help our clients achieve financial peace of mind by reaching their goals and realizing their dreams.

Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.
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