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

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


This Office

8120 Woodmont Ave Ste 630 Bethesda, MD 20814-2772 Phone: (301) 656-3999