About the Firm
A financial planning firm built on relationships
Whitehouse Financial Group was founded to assist clients in every aspect of their financial lives — with personal service, education, and a steady focus on financial stability, security, and independence.
Our Story
Helping neighbors plan with confidence since the beginning
Whitehouse Financial Group was established to help clients in every aspect of their financial lives — from the first savings account to retirement income, from protecting a young family to preserving a lifetime of work.
Based in Hampstead, Maryland, the firm has always emphasized personal service over volume. Led by Donald E. Oates, CLU, ChFC, RTRP, we work with clients one relationship at a time, taking the time to understand each person's situation before making recommendations.
Our goal is straightforward: help clients pursue financial independence through thoughtful planning, appropriate protection, and strategies aligned with their objectives — never one-size-fits-all products.
"We believe informed clients make better financial decisions."
Our role is to help you understand your options, evaluate your current financial situation, and build a strategy that reflects your goals, needs, and stage of life.
Meet Donald E. Oates →Our Philosophy
We believe informed clients make better financial decisions. Our role is to help you understand your options, evaluate your current financial situation, and build a strategy that reflects your goals, needs, and stage of life.
Our Commitment
We're committed to personal service — face-to-face conversations, honest answers, and recommendations that fit your circumstances. We help clients evaluate opportunities and pursue long-term goals with clarity.
Why Education Matters
Financial products and rules change constantly. We take the time to explain concepts in plain language so you can weigh trade-offs, understand risk, and make informed decisions with confidence.
Who We Serve
Individuals building wealth, families protecting what matters, retirees creating income, seniors navigating Medicare decisions, and small business owners planning for themselves and their employees.
Let's Talk About Your Goals
A first conversation costs nothing and comes with no obligation. Learn how a more personal planning relationship can help you make informed decisions.
Schedule a Consultation