Hampstead, Maryland · Est. financial guidance
Personal Financial Guidance Built on Experience, Education, and Trust
Whitehouse Financial Group helps individuals, families, retirees, and business owners plan for the future with personalized financial planning, investment guidance, insurance strategies, and retirement solutions.
40+ years in financial planning
CLU, ChFC, RTRP designations
Retirement, insurance, investment & Medicare planning
Serving clients from Hampstead, Maryland and beyond
Member FINRA & SIPC through Lombard Securities Incorporated
What We Help With
Coordinated guidance across your financial life
Retirement Planning
Plan for income, lifestyle, tax considerations, and long-term security in retirement.
Learn moreInvestments & Wealth Strategies
Guidance for stocks, bonds, mutual funds, IRAs, annuities, asset allocation, and long-term financial goals.
Learn moreInsurance Planning
Life insurance, disability income, long-term care, health insurance, Medicare-related coverage, and protection strategies.
Learn moreSmall Business & Employer Plans
401(k), SIMPLE IRA, SEP IRA, profit-sharing plans, group benefits, and financial planning for business owners.
Learn moreA More Personal Approach
Financial advice should begin with your life, not a product
At Whitehouse Financial Group, we believe good financial advice starts with understanding your real life — your goals, your family, the risks you face, and the retirement you envision. Before any recommendation is made, we take the time to learn what matters to you.
Donald E. Oates has built his practice on face-to-face relationships. Clients aren't account numbers; they're neighbors, families, and business owners who deserve personalized recommendations grounded in decades of experience and continuing education.
About the Firm
Meet Your Advisor
Donald E. Oates, CLU, ChFC, RTRP
President, Whitehouse Financial Group · President, Lombard Agency, Inc.
Donald has spent more than 40 years in financial planning, bringing deep experience in insurance, investments, tax-aware strategies, retirement planning, senior care issues, and pension rollovers. His philosophy is simple: know each client personally before making any recommendation.
Meet DonaldPlanning for Every Stage of Life
Wherever you are, planning helps you move forward with confidence
Starting to build wealth
Establishing savings habits, first investments, and protection basics.
Raising a family
Balancing college planning, life insurance, and long-term goals.
Preparing for retirement
Coordinating pensions, 401(k)s, IRAs, and income strategies.
Recently retired
Turning savings into income while managing taxes and risk.
Managing senior care & Medicare
Comparing Medicare options and planning for care needs.
Protecting wealth & legacy
Estate preservation and passing assets on according to your wishes.
Resource Center
Education that helps you make informed decisions
Calculators
Explore retirement, savings, and insurance calculators.
Newsletters & Market Updates
Timely commentary and educational newsletters.
Articles & Glossary
Plain-language explanations of key financial concepts.
Videos
Short educational videos on planning topics.
Resources are provided for educational purposes only and are not individualized investment, tax, or legal advice.
Start With a Conversation
Whether you are planning for retirement, reviewing insurance coverage, comparing Medicare options, or looking for a more personal financial planning relationship, Whitehouse Financial Group is here to help.
Contact Us Today