Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Financial Advisor

Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom Taylor, CPA/PFS

(410) 823-5442

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

Tom Taylor is a Towson, MD fee-only financial planner. Chesapeake Financial Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tom Taylor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Tom Taylor is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tom Taylor is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CPA - Certified Public Accountant
    Tom Taylor is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Tom Taylor

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Office Locations:

  • 401 Washington Avenue
    Suite 1202
    Towson, MD 21204
  • 8160 Maple Lawn Blvd
    Suite 200
    Columbia, MD 20759

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