Chesapeake Wealth Advisors | Wilmington, DE | Financial Advisors

We empower affluent individuals, couples, families, and business owners to achieve their aspirations through tailored financial guidance, unbiased investment advice, and exclusive access to the extensive resources and network of our award-winning team at Janney Montgomery Scott. Our fresh approach integrates the following:

Retirement and Income Planning- Designed to help you pursue financial independence and mitigate risks when life’s uncertain events arise.
Wealth and Investment Management- Identify and achieve your specific goals, balancing risk level and time frame through a customized investment portfolio.
Estate and Tax Planning- Plans include comprehensive annual and multi-year tax strategies to reduce how much you owe today and in the future. We also include basic and complex strategies to achieve your legacy and estate planning goals.

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For more information on the scope of consideration for referenced industry awards or accolades, please visit https://janney.com/awards-disclosures.

Awards

Michael Porter & Jeremy Lambert Named to Barron's Top 1,200 Advisors of 2025 List

We are excited to share that both Michael Porter and Jeremy Lambert have been named to Barron's Top 1,200 Advisors as ranked 5th and 6th in Delaware, respectively.

Forbes Best-in-State Wealth Management Team 2025

We are honored to share that our team has been recognized as a Best-in-State Wealth Management Team by Forbes.

AdvisorHub 150 Advisors to Watch Over $1 Billion 2024

We are proud to share that Jeremy Lambert, AIF®, CEPA® has been named an Advisor to Watch by AdvisorHub.

Our Team

With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Jody Boyer, Devin DiFranks, and Mikayla Lewis 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. ... Read more. Read less.

Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®, CEPA®

Executive Vice President / Wealth Management, Financial Advisor

Jeremy A. Lambert, AIF®, CEPA®

Executive Vice President / Wealth Management, Financial Advisor

Heidi L.E. Jones

Senior Registered Private Client Associate

Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®, AWMA®

Financial Advisor

Jason S. Bentley, CFP®, AWMA®, CLTC®

Financial Advisor

Tracy Adams-Kirk

Private Client Associate

Stay Tuned

2026 Client Education Series information coming soon!

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

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.

Retirement Income

Generating income from the retirement savings you have accumulated over your lifetime can often be a complex task. Managing retirement income requires balancing guaranteed income sources, such as Social Security, with fluctuating income from sources such as your investment portfolio, based on your living expenses and desired spending levels.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.