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
- 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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