Retirees & Pre-Retirees
Transform accumulated nest eggs into reliable, tax-efficient retirement distribution streams while mitigating sequence-of-returns and healthcare longevity risks.
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Forbes Best-in-State Wealth Management Team
Wilmington & Lewes, Delaware
Local Relationships. Broader Resources.
Where you receive financial advice still matters. At Chesapeake Wealth Advisors, we pair the personalized dedication of a trusted Delaware neighbor with the institutional strength, research capabilities, and open-architecture platform of Janney Montgomery Scott LLC—guiding clients through every season of life since 1832.
1832
Janney Founding Heritage
2nd
Oldest Member on NYSE
Top 1,200
Barron's National Advisors
2 Offices
Wilmington & Lewes, DE
Our Advisory Framework
Understand. Plan. Coordinate. Evolve.
We reject one-size-fits-all financial modeling. Our dynamic methodology is built around your individual priorities, stress-tested against market cycles, and actively adjusted through every life transition.
Understand
We begin with your life and family dynamics, values, and concerns—not a boilerplate investment portfolio. We uncover what true financial independence means to you.
Plan
Leveraging the proprietary Plan for More Process™, we formulate an integrated strategy combining investments, retirement income, tax efficiency, and estate stewardship.
Coordinate
We serve as the quarterback for your broader professional team, working directly with your CPAs, estate attorneys, and corporate partners for seamless execution.
Evolve
Financial plans are living roadmaps. As tax codes shift, markets fluctuate, and personal milestones arise, we continually refine and recalibrate your strategy.
Who We Serve
Dedicated Guidance for Every Stage of Wealth
Whether you are preparing to exit a business, transitioning into retirement, or safeguarding multigenerational family assets, our practice provides customized stewardship.
Affluent & Multigenerational Families
Preserve family wealth, minimize estate and generation-skipping transfer taxes, coordinate Delaware trust structures, and educate future generations.
Explore Family Wealth Planning →Business Owners & Entrepreneurs
Bridge corporate equity with personal wealth through executive deferred compensation, customized 401(k) retirement plan design, and liquidity/exit planning.
Explore Business Solutions →Corporate Executives & Professionals
Navigate concentrated stock positions, restricted stock units (RSUs), incentive stock options (ISOs), and complex multi-bracket tax optimization.
Explore Executive Advisory →Navigating Life Transitions
Empathetic, clear-headed financial counsel during critical life inflection points: widowhood, loss of a spouse, sudden inheritance, divorce, or retirement buyout.
Request Transition Guidance →Fiduciary Portfolio Management
Independent, open-architecture asset allocation with discretionary oversight, fee-based fiduciary duty of care, and comprehensive performance reporting.
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National & Regional Recognition
Recognized Among America's Top Wealth Advisors
Independent evaluations based on quantitative and qualitative industry criteria, regulatory compliance records, and dedication to client service excellence.
2025 & 2026
Barron's
Barron's America's Top 1,200 Financial Advisors
Michael D. Porter (#5 in DE) & Jeremy A. Lambert (#6 in DE)
Recognized among the nation's premier wealth advisors, evaluating assets under management, revenues, regulatory record, and team quality.
2023, 2024, 2025
Forbes / SHOOK
Forbes Best-in-State Wealth Management Teams
Chesapeake Wealth Advisors Team
Awarded to top advisory practices exhibiting best practices, high client retention, comprehensive planning standards, and industry compliance.
2019 – 2026
Forbes / SHOOK
Forbes Best-in-State Wealth Advisors
Michael D. Porter & Jeremy A. Lambert
Consecutive multi-year honorees recognized for excellence in personalized portfolio construction and generational wealth strategies.
2024
AdvisorHub
AdvisorHub 150 Advisors to Watch Over $1B
Jeremy A. Lambert, AIF®, CEPA®
National ranking highlighting top financial advisors demonstrating significant scale, growth, professionalism, and community leadership.
2024
Financial Planning
Top 40 Advisors Under 40
Jeremy A. Lambert, AIF®, CEPA®
National ranking recognizing next-generation leaders driving innovation, client-first fiduciary culture, and advanced advisory standards.
2021
Janney Montgomery Scott
Janney Financial Advisor of the Year
Michael D. Porter & Jeremy A. Lambert
Janney's highest firm-wide honor awarded across the national network for exceptional practice integrity and client service dedication.
Advisory Leadership
Meet Our Managing Directors
Experienced Delaware wealth managers committed to fiduciary integrity, ongoing education, and active community partnership.
Managing Director
Michael D. Porter
Branch Manager | Financial Advisor
AIF®, AWMA®, CLTC®, AAMS®, CEPA®
Over 30 years of wealth management experience beginning in 1998. Recognized repeatedly by Forbes Best-in-State (2019–2026) and Barron's Top 1,200 Advisors. Specializes in comprehensive estate distributions and business exit strategies.
Managing Director
Jeremy A. Lambert
Branch Manager | Financial Advisor
AIF®, CEPA®
B.S. in Finance from the University of Delaware. Forbes Best-in-State Advisor (2022–2026) and Barron's Top 1,200 Advisor. Focuses on wealth coordination for entrepreneurs, multi-generational families, and complex education funding architectures.
Vice President
De Forest Johnson
VP / Wealth Management
57+ Years of Industry Tenure
Over five decades of distinguished financial market experience. B.S. in Economics from Widener University. Deep knowledge in unit investment trusts (UITs), conservative income strategies, annuities, and 529 savings plans.
Education & Thought Leadership
Latest Market Commentary & Financial Insights
Timely analysis from our Delaware advisors and Janney's corporate investment strategists to help you navigate changing market conditions.
Cybersecurity
Updated Advisory Report
5 Top Cybercrime Trends and How to Protect Yourself
Essential safeguards against AI-powered phishing, imposter scams, credential harvesting, and SIM swapping techniques targeting affluent investors.
Read Research Report →
Market Strategy
Macroeconomic Briefing
Janney's 2026 Market Outlook & Rate Trajectory
Chief Investment Strategist Mark Luschini and Fixed Income Strategist Guy LeBas evaluate economic ballast, Federal Reserve policy, and corporate earnings.
View Event Recording →
Video Library
Video Insight (6 Mins)
How to Be a Better Investor: Mastering Behavioral Traps
Financial Advisor Ryan Zemke, CFP® reviews the psychological pitfalls of market timing, herd mentality, and emotional portfolio disruption.
Common Questions
Frequently Asked Questions
Direct, transparent answers regarding our fiduciary standards, fee structure, and wealth planning services across Delaware.
Chesapeake Wealth Advisors delivers comprehensive wealth management across eleven core areas: fiduciary investment management, the Plan for More Process™ financial planning, retirement accumulation and decumulation strategies, systematic tax overlay harvesting, estate and Delaware trust coordination, corporate retirement plans (401k), college 529 plans, and Janney Advantage® cash management.
As detailed in the SEC Form CRS, an Advisory Account binds Janney and your advisor to a formal fiduciary duty of care, providing continuous portfolio monitoring, transparent asset-based fees, and comprehensive quarterly reporting. A Brokerage Account is transactional, where you pay commissions per trade under Regulation Best Interest (Reg BI) without ongoing portfolio monitoring.
We operate two full-service branches in Delaware: our Wilmington branch at 1013 Centre Road, Suite 102, Wilmington, DE 19805 (Phone: 302.304.8006), and our Sussex County branch at 12001 Old Vine Boulevard, Suite 106, Lewes, DE 19958 (Phone: 302.313.0408). We meet clients in person or via secure video conferencing.
Janney Montgomery Scott LLC is a member of the Securities Investor Protection Corporation (SIPC), protecting customer securities up to $500,000 (including $250,000 for cash). Janney maintains supplemental excess SIPC protection through Lloyd’s of London up to $100 million per client. Additionally, uninvested cash in Janney Advantage® accounts is eligible for up to $2,500,000 in FDIC insurance through partner sweep banks.
A Financial Refresh is a complimentary, zero-obligation comprehensive review of your existing investment holdings, fee structure, tax efficiency, and asset allocation. We assess whether your current financial trajectory is genuinely aligned with your target retirement date and estate wishes.
Take the Next Step
Schedule a Confidential Consultation
Connect with Michael Porter, Jeremy Lambert, or our Delaware advisory team to review your financial plan, stress-test your portfolio, or explore fiduciary wealth management.