Jeff Judge, CFP®, AEP®, ChFC®, CLU®
Trusted Guide for Busy Professionals Seeking Financial Clarity
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Serving Clients Nationwide
Trusted Guide for Busy Professionals Seeking Financial Clarity
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Job Loss
- Multi-Generational Wealth
- Business Owners
- Retirement Income Planning
- Retirement Planning
- Social Security
- Taxes
- Withdrawal Sequencing
- Women & Wealth
About Jeff Judge, CFP®, AEP®, ChFC®, CLU®
“You don’t need to do this alone. I help clients cut through the noise, avoid costly mistakes, and make confident decisions even during life’s biggest transitions.”Meet Jeff – Steady Hand in Unsteady Times
Jeff Judge didn’t grow up around wealth. His parents were blue collar and did what they could to make ends meet. When his dad got sick, Jeff worked multiple jobs in high school and college to help the family stay afloat. That experience taught him how stressful money can be when you don’t have the right support and it lit the fire for his career in financial planning.
Today, Jeff is one of Chesapeake’s founding partners and a go-to advisor for professionals navigating complex transitions like retirement, business sales, or sudden windfalls. With nearly two decades of experience, he’s known for delivering calm, clear guidance when it matters most. Clients say working with him feels like talking to a longtime friend, if that friend happened to be an award-winning financial expert.
Credentials You Can Trust
Jeff holds multiple advanced designations that reflect his commitment to excellence:
▪️ CERTIFIED FINANCIAL PLANNER (CFP®)
▪️ Chartered Financial Consultant (ChFC®)
▪️ Chartered Life Underwriter (CLU®)
▪️ Accredited Estate Planner (AEP®)
He’s also a multi-year Five Star Wealth Manager Award recipient (2014, 2017–2026) and has led retirement and financial education workshops for Fortune 500 and mid-sized companies across the Baltimore and DC metro areas.
The Method Behind the Calm
Jeff leads clients through Chesapeake’s R.U.D.D.E.R. Method™, a simple yet powerful process for turning financial chaos into confident action. Whether you’re facing a big life shift or just want to feel in control again, Jeff combines empathy, expertise, and accountability to get you there.
Outside the Office
Jeff lives in Forest Hill, MD with his wife, Courtney, their son, Reed, and their three dogs Ash, Twix, and Blue. He’s a passionate home cook, lover of live music, stand-up comedy, and comic book movie buff who can just as easily be found on the sideline of Reed’s soccer games, watching live sports in person or on TV, or quietly meditating. If you’re a Disney fan or soccer junkie, you already have something to talk about.
Ready to Feel More in Control?
Jeff and the Chesapeake team are here to make your financial life simpler, more strategic, and a whole lot less stressful. Book a Fit Call to see if we’re the right guide for your next chapter.
Professional Designations
- Accredited Estate Planner (AEP)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Affiliations
- BBB Accredited Business
- CFP Board
- Estate Planning Council
- Financial Planning Association
- Financial Services Institute
- National Association of Estate Planners & Councils (NAEPC)
Primary Location
2402 Scotlon Ct, Forest Hill, MD 21050
Additional Locations
📍 9405 Hayloft Drive, Perry Hall, MD 21128
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and book a short “Fit Call” to see if we’re the right partner for your financial life. No pressure, no jargon, just a conversation focused on your goals and whether our approach makes sense for your needs. I look forward to speaking with you.Offers Investment Management
Yes
About Chesapeake Financial Planners
You’re smart, successful, and used to figuring things out. But when it comes to your finances, especially during a big life shift, it can feel like too much. Business sales, inheritance, retirement, divorce, career pivots... these are high-stakes transitions, and they don’t come with a playbook.The decisions are complex. The tax implications are murky. And everyone seems to have an opinion. You want clarity, not more noise. You want a partner who speaks your language, respects your intelligence, and knows how to turn complexity into a clear course of action.
That’s where we come in. As fiduciary advisors with both CFP® and CPA credentials, we integrate tax-smart planning with real-world financial oversight. No products to push. No confusing jargon. Just data-backed advice tailored to your life.
At Chesapeake Financial Planners, we use our R.U.D.D.E.R.™ method to help you make better decisions, avoid costly missteps, and stay accountable to the life you actually want, not someone else’s script. Our job isn’t to impress you with acronyms. It’s to simplify, clarify, and walk beside you through every major decision, so you can move forward with confidence.
Services
With ongoing oversight, expert investment guidance, and real accountability, you'll finally feel like someone has your back. Because we do.
You’ve built a life, a business, or a career that demands your time and energy. But managing the financial side of it, investments, taxes, major transitions can feel like a full-time job on its own.
You shouldn’t have to become a financial expert to feel confident about your next step. That’s why our clients choose to work with a fiduciary CFP®: to stop second-guessing, start making decisions with clarity, and gain back time for what matters most. You stay in control. You call the shots. And you get a proactive plan that keeps every part of your financial life moving forward, without carrying it all alone.
Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Chesapeake Financial Planners are separate entities from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC.
Education
Goucher College, Bachelor's degree
Hobbies and Interests
- Baseball
- Beach
- Billiards
- Board Games
- Cars
- Cooking
- Entertaining
- Family
- Football
- Golf
- Grilling
- Movies
- Music
- Soccer
- Sports
- Television
- Tequila
- Video Games
- Wine
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Engineers
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Sales Professionals
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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