A complete list of active advisors currently associated with Mabery Consulting, LLC

Warmer can help you find a great advisor at Mabery Consulting, LLC or one who fits your needs even better.

Mabery Consulting serves individuals as well as charitable organizations and businesses with a mix of discretionary investment management and financial planning services. Offerings span ongoing comprehensive planning, project-based plans, hourly and mini planning sessions, limited tax guidance, and educational seminars or speaking engagements. The firm follows a passive investment approach, building diversified portfolios using index funds and ETFs and documenting client objectives in an investment policy statement to guide discretionary management. Client work is delivered virtually via video, email, and electronic signatures, and the adviser coordinates with outside tax or legal professionals when specialized advice is needed. What is distinctive about the firm is its formal seminar and speaker program—an uncommon service among peers—which is educational in nature, may be fee-based or provided pro‑bono, and is kept separate from individualized advice. The firm also emphasizes credentials and teaching activity in college planning and offers multiple low‑touch planning products (mini sessions and hourly consulting) that accommodate clients seeking targeted, time‑limited guidance.

To learn more about the advisors currently working at Mabery Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dawn Mabery Chestnut	Washington, DC	6

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