Ben Brown (CFP®, EA)

Ben Brown focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Hi, I’m Ben.

I created this business to help people like you feel more confident in their future, and to make better decisions regarding the resources that make up their personal wealth: time, human capital, & financial assets.  I want to help you use your wealth as a tool to realize life goals and reach your full potential.

I grew up in Chicago, graduated from William & Mary in Virginia, and currently live and work in Bethesda, Maryland with my wife and our dog, Lilly. Prior to founding Entelechy, I had the honor of serving as a Financial Advisor and the Director of Operations & Technology for Focus Wealth Management, a fee-only investment advisory firm in Fairfax, Virginia managing over $260 million in client assets.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent (EA) federally-authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS, and a notary public commissioned in the State of Maryland.

NAPFA Start Date

April 14, 2017

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This Office

313 E Broad St Richmond, VA 23219-1737 Phone: (202) 770-2007

Other Offices

4800 Hampden Ln Ste 200 Bethesda, MD 20814-2934 Phone: (202) 770-2007
2400 Old Brick Rd Glen Allen, VA 23060-5841 Phone: (202) 770-2007