Christopher Brown (AIF®, BA, BS, CFP®, MBA)

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

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

For the past 18 years, we have been serving people across the Washington, DC metro area who simply want to know that they are on the right track. We have helped people in every stage of life with objective financial planning solutions by offering strategies tailored to both their immediate needs and their long-term interests. Our typical clients include:

  • Retirees
  • Pre-Retirees
  • Corporate Executives
  • Physicians, Attorneys, Small-Business Owners and Entrepreneurs
  • Young Professionals and Families

 

 

Additional Information

Mr. Brown has been quoted in numerous publications including the Washington Post, USA Today, the Washington Post Magazine, Kiplinger’s Personal Finance Magazine, Money Magazine, BusinessWeek Magazine, the Baltimore Sun, Mutual Funds magazine, Forbes on-line, and Investment Advisor Magazine.  In December 2002 and again in 2009, 2010, 2012, 2014, 2016 and 2018, he was named by Washingtonian Magazine as a financial advisor you can “Trust with Your Money”.  Ivy League Financial Advisors LLC was also named annually as a top Investment Advisory Firm by Financial Advisor Magazine and Wealth Manager Magazine (now Advisor One Magazine). He is also a member of the DC Estate Planning Council.

Mr. Brown is a Certified Financial Planner (CFP®) licensee, having completed his coursework from the College for Financial Planning in Denver, Colorado. He holds a B.A degree in Economics and a B.S. degree in Operations Research and Industrial Engineering from Cornell University. He also holds a Masters of Business Administration (MBA) Degree from the Amos Tuck School of Business Administration at Dartmouth College, repeatedly ranked by both the Wall Street Journal and Forbes Magazine as the country’s best business school. Mr. Brown is also a former instructor with the College for Financial Planning. In addition, he has received the designation of Accredited Investment Fiduciary® (AIF®) from the Center for Fiduciary Studies.  

NAPFA Start Date

February 19, 1997

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This Office

11 N Washington St Ste 250 Rockville, MD 20850-4262 Phone: (301) 258-1300 Fax: (301) 990-9664