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.
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Forbes Best in State award

Chesapeake Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to Chesapeake Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Chesapeake Wealth Advisors represent the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.

Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.


Ranked #4 in Delaware and 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.

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