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Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, CFEI

Helping you reach your idea of success!

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Mabery Consulting Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, CFEI
Washington, District of Columbia

Serving Clients Nationwide

Helping you reach your idea of success!

202-670-6659

Website

Areas of Focus

  • Employee Benefits
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Socially Responsible Investing
  • Women & Wealth

About Me

Hi, I’m Dawn.

​​Financial advice can be intimidating and complex, but I’m not your average financial advisor. I strive to make managing money simpler by speaking plainly (no jargon!) 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 backyard garden with my ducks waddling around, jogging (though trotting is more accurate), or biking with friends – an activity made even better at night thanks to colorful glow-in-the-dark lights we put on our wheels. My recent fascination is learning to sew clothes. I also have an amazing and supportive husband.

I am a natural planner, bringer of order, and numbers lover, so it’s no surprise that I became a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in personal financial planning. I actually enjoy pouring over document details and making sense of the data. To me, it’s like putting together a puzzle. My favorite class in school was accounting – numbers don’t scare me. 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 (more info than the basic curriculum provided). 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.

These experiences taught me that many people can find money talk difficult and sensitive. I’m here to provide honest, 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’m committed to putting your needs first. With your commitment, follow-through, and patience, I can help guide you through the confusing world of money so that you can make informed decisions in reaching your idea of success.

Thank you for considering me as your advisor. Call me for a free discovery call where you can share with me about your financial needs, and I’ll share with you about my services.

​Dawn Mabery Chestnut is a Washington, DC fee-only financial advisor serving clients locally, the metropolitan area including Montgomery County, Maryland and Prince Georges County, Maryland, greater Northern Virginia, and across the country.

➕ On a Personal Note:

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 a member of an Investment Club, 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, XY Planning Network, NAPFA, FPA, and the Association of African American Financial Advisors (AAAA) where I've served on the Corporate Sponsorship Committee.

Professional Designations

  • Certified Financial Education Instructor (CFEI)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • Association of African American Financial Advisors (AAAA)
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Washington, DC 20019

Video

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Women, running a small business as a solo entrepreneur can feel isolating. I know, I've been my own boss for 10 years. You're not alone. ​Many women small business owners share similar financial dilemmas and aspirations.

I am a financial planning and investment advisory firm, providing objective and judgment-free financial advice for women solo entrepreneurs.

Unlike your average financial advisor, I strive to make managing money simpler -no jargon nor hard sales tactics.

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.

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.


➡️ Please note: This financial advisor is registered as an investment adviser in a state or region where testimonials are not yet permitted. Accordingly, client reviews cannot be displayed on this advisor’s profile at this time.

Education

College of Financial Planning, Master of Science | Spelman College, Bachelor of Arts; Financial Planning Certificate | Georgetown University School of Continuing Studies; Study Abroad| University of Natal, Pietermaritzburg, South Africa

Volunteer Experience

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.

Awards and Honors

  • Registerd NAPFA Advisor
  • CERTIFIED FINANCIAL PLANNER™

Badges

Hobbies and Interests

  • Cycling
  • Gardening
  • Running
  • Sewing

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/7048922

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Divorce
  • DIY Investors
  • Dual Income Family
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Investors
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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