CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
CFP®, MBA, AIF®
Ivy League Financial Advisors LLC
We help our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world. - Christopher Brown, CFP®, MBA, AIF®
Helping our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world.
Christopher Brown is a Rockville, MD fee-only financial planner. Ivy League Financial Advisors LLC provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Brown is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Christopher N. Brown, MBA®, CFP® AIF®, is President of Ivy League Financial Advisors LLC located in Rockville, Maryland. Ivy League Financial Advisors LLC provides comprehensive financial planning and investment advisory services on a “Fee-Only” basis to individuals and small businesses. Chris specializes in retirement planning, investment management, college planning, estate planning, and planning for small business owners.
Ivy League Financial Advisors LLC is compensated solely by its clients and does not receive commissions based on the sale of any investment or insurance product. In addition, the firm does not accept referral fees.
Chris 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. Chris 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.
Chris is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), the “Fee-Only” financial planning association. He is one of more than 2,000 NAPFA-Registered Financial Advisors® nationwide. NAPFA and Fee-Only Financial Planning have been endorsed by organizations such as the AARP, the Consumer Federation of America, Jane Bryant Quinn of Newsweek, Kiplinger’s Personal Finance magazine, Money magazine, and former SEC Chairman, Arthur Levitt. He was co-chair of the 2002 NAPFA Northeast/Mid-Atlantic Regional Conference held in Baltimore, Maryland and is currently Dean of NAPFA University’s School of Investments. He has also headed NAPFA’s partnership with Kiplinger’s Personal Finance magazine to bring retirement help to consumers in Kiplinger’s annual “JumpStart Your Retirement Days”. Since 2004, tens of thousands of consumers have received objective advice from NAPFA-Registered Financial Advisors® working through this initiative. He is also Dean of NAPFA University’s School of Practice Management.
Chris has been quoted in numerous publications including the Washington Post, 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 and 2014 he was named by Washingtonian Magazine as a financial advisor you can “Trust with Your Money”. Ivy League Financial Advisors LLC was also named as a top Investment Advisory Firm in 2009, 2010, 2011 and 2012 by Financial Advisor Magazine and Wealth Manager Magazine.
Chris lives in Gaithersburg, MD with his wife, Denise, their sons Jeffrey and Andrew, and their two dogs, Pepper and Casper.
Christopher 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.
Ivy League Financial Advisors specializes in working with successful law firm partners, C-Level corporate executives, nd retirees in the Washington, DC metro area. Often our clients are family stewards who face the financial challenge of making all the financial choices for their family while working in a high-pressure job. They want to make sure they are making the best decisions, but often don’t know what questions to ask or what their next steps are. We guide them through the myriad decisions they need to make, always making sure we're sensitive to where they’re coming from and what’s important to them. In addition, we help them implement holistic financial solutions, as the best decisions are meaningless unless they have follow-through.
We act as a personal Chief Financial Officer for successful families. In doing so, we use the best experts to provide elite wealth management solutions to help clients make smart decisions about their wealth, mitigate taxes, take care of heirs, protect assets, and magnify their charitable impact as desired. As Fee-Only financial advisors, our business model is based on fiduciary standards of loyalty, due care, full disclosure, and utmost good faith to clients. The experience all starts with a discovery meeting, where we look at where clients are, where they would like to be and identify any gaps to see how they may benefit from working with us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Estate Planning
- Business Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Law Firm Partners
- C-Level Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher 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.
Christopher 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.
Christopher Brown is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Christopher Brown is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Brown
11 North Washington Street
Rockville, MD 20850