Ivan Havrylyan
CFP®
Outside The Box Financial Planning, LLC
Founder
Ivan Havrylyan
CFP®
Outside The Box Financial Planning, LLC
Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ivan Havrylyan, CFP®
Fee-Only, Certified Financial Planner in the Chicago area.

Ivan Havrylyan is a Chicago, IL fee-only financial planner. Outside The Box Financial Planning, LLC provides comprehensive financial planning, retirement planning, and wealth management to help business owners, medical professionals, retirees, pre-retirees, and high net worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ivan Havrylyan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ivan Havrylyan is a Chicago, IL fee-only financial planner and founder of Outside The Box Financial Planning, LLC.
I am a fee-only, fiduciary, Certified Financial Planner™️ practitioner, and I help people plan their retirement, protect their nest egg, reduce their tax liability, and avoid challenges.
Having worked as a financial planner since 2012, I primarily advise clients who are business owners, medical professionals, and retirees. My specialties include working with individuals approaching retirement to establish a strategy to turn their assets into a reliable stream of tax-efficient retirement income.
My wife is a nurse practitioner at Advocate Lutheran General Hospital in Park Ridge, Illinois. Over the years, I have learned how to maximize her employee benefits while learning about the unique challenges people in her profession face. In my free time, I love to spend time with my family, work out and make food.
Ivan Havrylyan 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.
Focused On You
Outside The Box Financial Planning is a fee-only financial planning firm focused on serving the CrossFit Affiliate community.
Fiduciary Care
We act solely in our client's best interest when offering personalized financial advice and take on full responsibility for recommendations we make.
Fee Only
We do not accept any fees or compensation that is contingent on the purchase or sale of a financial product. Our fees are transparent and simple.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Wealth Management
- Tax Planning
- College Planning
Ideal Clients
- Retirees and Near Retirees
- Nurse Practitioners
- Small Business Owners
- Widows and Widowers
- Families
Working Together
- Fiduciary
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Ivan Havrylyan 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.
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Ivan Havrylyan 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.
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Ivan Havrylyan 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.
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Ivan Havrylyan is Quoted on CBS News: "Tax refunds so far this year are down by $6 billion from 2018"
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Ivan Havrylyan is Featured in Financial Advisor Magazine: "Niche Planner Advises Fiscal Fitness For CrossFit Gym Owners"
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Ivan Havrylyan is Quoted on Crossfit The Journal: "Four Walls and a Mortgage—Or a Lease"
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Ivan Havrylyan is Quoted on Salon.com: "So much for stimulus: After Trump tax cuts, IRS refunds down by $6 billion"
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Ivan Havrylyan is Quoted on WSAW News: "The surprise winners in this year's tax season"
Contact Ivan Havrylyan
Office Locations:
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120 Picardy Lane
Wheeling, IL 60090