We think of our clients as an extension of our family...
My Philosophy when working with our clients:
I live by the "Golden Rule" and model that same ideal when working with all of my clients.
I have utilized my teaching skills as a springboard to better enable my clients to make educated, informed decisions about their financial goals, objectives, and portfolios for managing their wealth.
Chesapeake Financial Strategies - At a Glance
As a Financial Advisor and Wealth Manager, Donald (Don) L. Moore, CLU®, ChFC® and his team at Chesapeake Financial Strategies, LLC have been advising clients in Financial Planning, Retirement Planning, and Wealth Management areas for over forty years. By utilizing progressive resources, independent investment advice and research, clients receive a customized approach of support to help achieve their planning and management objectives. To add to the client experience, our style is backed up with exemplary customer service and personalized attention.
Though the office is located at 7501 Greenway Center Drive, Suite 420 Greenbelt, MD 20770, we work with clients all over the United States and oversees. Most of our clients live within the Mid-Atlantic Corridor, serving MD, VA, DC, DE, NJ, PA, and WV.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How long does a $20 bill last?
Second marriages are a trigger event to revisit any existing estate strategies.
How to help determine life insurance needs to provide for your family after you pass away.
How literate are you when it comes to your finances? Brush up with these five basics.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
There are hundreds of ETFs available. Should you invest in them?