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Jeff Judge, CFP®, AEP®, ChFC®, CLU® - Feel More in Control of Your Financial Life, Without Doing It All Alone in Forest Hill, MD

Jeff Judge, CFP®, AEP®, ChFC®, CLU®

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Feel More in Control of Your Financial Life, Witho...

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Chesapeake Financial Planners is a fee-based financial planning firm in Forest Hill, Maryland, founded by Jeff Judge, CFP® and Mark Rossbach CPA. Serving Harford County and the greater Baltimore metro, the firm specializes in retirement pla... Show More
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Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 5 PM
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Reviews from Web
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    Jane T
    Posted on August 12th, 2026 12:00 AM
    I have been extremely pleased with Mark’s services over the last 15 years and would very highly recommend. Mark has taken the time to get to know my needs, interests, long and short term goals. We evaluate my portfolio yearly for any adjustments,...
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    Reply from Owner
    August 14th, 2026 12:00 AM
    Thank you for the review!
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    Joyce D
    Posted on June 1st, 2026 12:00 AM
    I have had the pleasure of entrusting my finances with Jeff and Mark for many years. Their expertise and advice are invaluable. My portfolio has grown significantly and has allowed me to retire comfortably with tremendous financial security....
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    Reply from Owner
    June 11th, 2026 12:00 AM
    Thank you for the review!
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    Stephen K
    Posted on May 29th, 2026 12:00 AM
    Mark and Jeff have been my retirement advisors since 2011 and I could not be happier with them. They are knowledgeable and easy to talk with. They respond quickly to any questions and clearly explain all my options. I have been retired for...
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    Reply from Owner
    June 11th, 2026 12:00 AM
    Thank you for the review!
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    Bob B
    Posted on May 8th, 2026 12:00 AM
    I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.
    Reply from Owner
    May 11th, 2026 12:00 AM
    Thank you for the review!
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    Kim W
    Posted on April 8th, 2026 12:00 AM
    I am delighted with LPL. They've stayed with me for years and Jeff Judge has been exceptionally helpful. I've gotten good advice. He's managed my assets professionally and has always been available answer my questions.He helped me consolidate...
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    Reply from Owner
    April 11th, 2026 12:00 AM
    Thank you for the review!
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    Sharon L
    Posted on April 8th, 2026 12:00 AM
    My husband and I met Mark and Jeff in 2014 when my husband left his job after 23 years. We met with Mark and Jeff to decide where to invest his retirement money. Before that decision was made, they took their time to understand our entire financial...
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    Reply from Owner
    April 11th, 2026 12:00 AM
    Thank you for the review!
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    Andrew B
    Posted on March 26th, 2026 12:00 AM
    I check in with Mark a couple times a year and he always helps me keep my money that he manages growing. He also helps us with general advise regarding the type of places our 401k money should be (growth vs value, etc)
    Reply from Owner
    April 11th, 2026 12:00 AM
    Thank you for the review!
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    Mark G
    Posted on January 19th, 2026 12:00 AM
    Jeff has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Mark and I’ve been working with him ever since. I’m successfully retired now and will begin...
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    Reply from Owner
    April 11th, 2026 12:00 AM
    Thank you for the review!
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    David C
    Posted on December 22nd, 2025 12:00 AM
    Jeff has been my financial advisor/ planner for several years. He has always guided me in the right direction and I have seen my retirement account continuously moving in the right direction. During the current uncertainty of the financial...
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    Reply from Owner
    September 7th, 2026 12:00 AM
    Thank you for the review!
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    Matt H
    Posted on December 7th, 2025 12:00 AM
    I have been working with Jeff Judge and Chesapeake Financial Planners for about 3 years. Jeff has provided timely and well considered advice and acted promptly when I've needed access and changes to my portfolio. Highly recommend their services....
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    Reply from Owner
    April 11th, 2026 12:00 AM
    Thank you for the review!
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    About
    Chesapeake Financial Planners is a fee-based financial planning firm in Forest Hill, Maryland, founded by Jeff Judge, CFP® and Mark Rossbach CPA. Serving Harford County and the greater Baltimore metro, the firm specializes in retirement planning, business-exit and succession planning, equity compensation strategy, tax-aware investing, and estate coordination for executives, business owners, and families in transition. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, an NAEPC-affiliated estate planning practitioner (#168219), and delivers every engagement through the proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals
    Products & Services
    Financial Advisor
    Chartered Life Underwriter
    Accredited Estate Planner
    Wealth Management Advisor
    Certified Financial Planner
    Chartered Financial Consultant
    Specialities
    Retirement Planning
    Financial Planning
    Investment Management
    Estate Planning
    Tax Planning
    What is the Search Rank Score®?
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    Positions
    • Chesapeake Financial Planners - Managing Partner
      Jul 5th, 2017 - Current
    Memberships
    • Financial Services Institute
    • Financial Planning Association
    • National Association of Estate Planning Councils
    • View All
    Addresses and Serving Areas

    Year Started

    2017
    Disclaimer
    Chesapeake Financial Planners may be either (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC, and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial. Great Valley Advisor Group, and Chesapeake Financial Planners are separate entities from LPL Financial