Home page hero banner
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.
Are you interested in receiving our weekly market commentary? Subscribe here.
Awards
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.
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
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.
... Read more.
Read less.
Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®
Executive Vice President / Wealth Management, Financial Advisor
Jeremy A. Lambert, AIF®
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
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 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 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.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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 Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.