About Us

Simon Financial Company was founded by Donald J. Simon in 1983. Don specializes in helping business owners increase cash flow, profits and the value of their company using unique, time tested methods (with over 330 business owners).

Simon Financial Company clients include a very diverse mix of individuals, companies (blue collar to high tech), and professional groups.

Don earned a Certificate from Harvard University/EDX® in Leadership. Don is a Certified Financial Planner (CFP) with the College for Financial Planning in Denver, CO.  Don is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) with The American College, King of Prussia, Pennsylvania. This knowledge coupled with many years of experience demonstrates an important commitment to his clients success. Don also built from scratch a substantial Employee and Executive Benefits Company that was successfully sold to a competitor.

He earned a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia and is the author of the book The Zen of Personal Finance. Don is a Member of the Dorchester and Talbot County Chamber of Commerce. When not working Don enjoys being with his son Josh and his granddaughter Scarlett.

Simon Financial Company LLC  419 Leonards Lane Cambridge MD 21