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Awards
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Forbes Best-in-State Wealth Advisors 2024
We are proud to share that Michael Porter and Jeremy Lambert have been named Best-in-State Wealth Advisors by Forbes.
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Barron's Top 1,200 Financial Advisors
We are proud to share that Michael Porter has been recognized as a Top 1,200 Financial Advisor by Barron's
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Financial Planning's Top 40 Advisor Under 40
Chesapeake Wealth Advisors is proud to share that Jeremy Lambert has been recognized as a 2024 Top 40 Advisor Under 40 by Financial Planning.
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Patrick Kealey, Jody Boyer, and Devin DiFranks strive to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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![member-img Michael's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/431fb6e0295f4cc8b1a09f8090aaa7a9.jpg)
Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®
Executive Vice President / Wealth Management, Financial Advisor
![member-img Jeremy's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/fec90fba0f5c4d82adda1804b1e1c165.jpg)
Jeremy A. Lambert, AIF®
Executive Vice President / Wealth Management, Financial Advisor
![member-img Heidi's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9ac1b74d9adc45fd9d304828552fbb66.jpg)
Heidi L.E. Jones
Senior Registered Private Client Associate
![member-img Ryan's Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/590cab6073144f19b78652ec9644017a.jpg)
Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®
Financial Advisor
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Jason S. Bentley, AWMA®, CLTC®
Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2024
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Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
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The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
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Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
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Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information