No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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Awards
Chesapeake Wealth Advisors Recognized as a Forbes Best-in-State Wealth Management Team 2023
We are honored to share that our team has been recognized as a Best-in-State Wealth Management Team by Forbes.
Michael Porter and Jeremy Lambert have been recognized as Forbes 2021 Best-In-State Wealth Advisors.
We are pleased to announce that Michael Porter and Jeremy Lambert have been named to the Forbes 2021 Best-In-State Wealth Advisors.
Michael Porter Recognized as a 2020 Best-In-State Advisor by Forbes
We are pleased to announce that Michael Porter has been named to the 2020 list of Best-In-State Wealth Advisors, published by Forbes
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Ariel Olson, and Patrick Kealey 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.
Michael D. Porter, AWMA®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Jeremy A. Lambert
Executive Vice President / Wealth Management, Financial Advisor
Heidi L.E. Jones
Senior Registered Private Client Associate
Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®
Financial Advisor
Jason S. Bentley, AWMA®, CLTC®
Financial Advisor
Ariel Olson
Account Executive
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 college requires 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 provide a personalized plan designed to meet your needs.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.
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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 08, 2023
Best Of 2023 Sussex | Coastal Style Magazine
Have you heard?
We've been nominated as a Finalist for the Best of Costal Style 2023 as Best Financial Investment Firm in Sussex County!
Voting runs through May 31!
Visit https://coastalstylemag.com/best-of-2023-sussex/
Click on Professional and then Financial Investment Firm and you'll see "Chesapeake Wealth Advisors of Janney Montgomery Scott"
Thank you for your support!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.