About Us

 Simon Financial Company LLC was founded by Donald J. Simon in 1981. Our clients include 350+ professional firms.

Don is a  Chartered Financial Consultant designation (ChFC®) with 40 + years experience to guide his clients to successful outcomes. Don works with a team of five professionals who do back office technical work to support his efforts, each with 20+ years experience.

Don has 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 an active Member of the Dorchester Chamber of Commerce MD and SHRM. When not working Don enjoys sailing and being with his son Josh, his partner Melinda and his grandchildren..

Simon Financial Company LLC  419 Leonards Lane Cambridge MD 21613  (O) 443-319-1925 (C) 772-321-6788