Dawn Mabery Chestnut (CFP®, MPAS, MSPFP)

Dawn Mabery Chestnut focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Financial advice can be intimidating and complex. Unlike your average financial advisor, I strive to make managing money simpler by speaking plainly and offering genuine help instead of hard sales tactics. I prefer a more informal approach – without the stuffy suit.

When I’m not crunching numbers, you might find me tending to my garden with my ducks waddling around, or biking with friends at night with colorful glow-in-the-dark lights on our wheels. My recent fascination is learning to sew. I have an amazing and supportive husband.

I am a natural planner and numbers lover, so it’s no surprise that I became a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in financial planning. I enjoy pouring over document details and making sense of the data. To me, it’s like putting together a puzzle. Beyond that, my work allows me to get to know people – their values, goals, and challenges, beyond their paperwork.

My brief behind the facts and figures journey is this. Growing up in a large family where money was tight inspired me to teach basic financial literacy voluntarily. My adult students wanted advice on retirement or social security (info not in the basic curriculum). This lit the spark for me to start my financial planning business! I still teach financial empowerment in underserved communities by contracting with local non-profits. I’ve had my own business for over ten years.

Many people can find money talk difficult and sensitive. I’m here to provide objective, and judgment-free advice for your money questions (big or small). No question is too embarrassing for me – I’ve made my share of money missteps too and I also just didn’t know a lot about money because it was not taught to me.

As a fiduciary, I put your needs first. I can help guide you through the confusing world of money so that you can make informed decisions in reaching your idea of success.

Additional Information

As a way to bring financial empowerment to low-income communities, Mabery Consulting also contracts with a transitional housing facility for single moms to provide basic financial literacy.

I enjoy biking, gardening, and jogging. My newest fascinations are the Lanebreak program on Peloton and sewing. I live in Washington, DC, with my husband, Sa’id. For more than 6 years now, I've mentored a DC youth who is now an HBCU graduate.

In my spare time, I serve as the Chair of the Scholarship for my alumnae association. With the Scholarship Committee, I design the scholarship program, review applications, and award scholarships to freshmen students at Spelman College. I also serve as a member of an Investment Club of another alumni chapter, where I am part of a team that researches investment assets for club member consideration.

I am a member of the following financial industry associations, XP Planning Network, NAPFA, FPA, and the Association of African American Financial Advisors (AAAA) where I've served on the Corporate Sponsorship Committee.

NAPFA Start Date

October 02, 2020


This Office

Call for an Appointment Washington, DC 20019 Phone: (202) 670-6659