Ben Brown

CFP®, EA

Entelechy

Founder & CEO

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

Founder & CEO

My job isn’t to judge you for past decisions, but to empower you. I want to help you use your wealth as a tool to realize life goals and reach your full potential. - Ben Brown, CFP®, EA

Entelechy is a fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.

Ben Brown is a Bethesda, MD fee-only financial planner. Entelechy provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ben Brown is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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. My job isn’t to judge you for past decisions, but to empower you. 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.

Ben Brown is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Entelechy is a fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.

No sales. No minimums. No hidden fees. No nonsense.

We focus on three core offerings provided as separate and distinct services.

Comprehensive Financial Planning

An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, retirement, insurance, estate & tax planning, and much more. With regular check-ins to make sure you’re on track and unlimited support, we’re your collaborative partner in every decision that might be remotely related to money throughout the year.

Investment Management

Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. We’ll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an evidence-based approach backed by decades of academic research. All for a simple annual fee of 0.50% of assets managed.

One-Time Projects

One-time engagements for those looking for answers to a few specific questions, or help with a specific task like optimizing your employee benefits or preparing and filing your tax return. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning & Preparation

Ideal Clients

  • Young Professionals
  • Growing Families
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Ben Brown is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Ben Brown is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • EA - Enrolled Agent with the IRS
    Ben Brown is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • XY Planning Network
    Ben Brown is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Dimensional Funds
    Entelechy has access to Dimensional Funds

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Ben Brown

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Office Locations:

  • 9011 Lindale Drive
    Bethesda, MD 20817
  • 409 E. Main Street
    Suite 200
    Richmond, VA 23219
  • 2400 Old Brick Road
    Glen Allen, VA 23060
  • 1655 N. Fort Myer Drive
    Arlington, VA 22209
  • 1200 G Street NW
    Washington, DC 20005

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