Donald Lord (ADPA, CFP®, CRPC®)
Donald Lord focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances. Our primary concern is your financial security. We work with professionals --physicians, lawyers, and executives -- as well as with widows, business owners, and those in alternative lifestyles.
Why spend your hard-earned dollars on commissions and mutual fund fees instead of on trusted guidance from your own team of financial experts?
We successfully deliver our services nationwide via a virtual environment.
NAPFA Start Date
January 24, 2003
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.