Ivan Havrylyan

CFP®

Outside The Box Financial Planning, LLC

Founder

Contact Me

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®

Contact Me

312-554-5889

Website

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 for their future, protect their nest egg, reduce their tax liability, and avoid challenges.

Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement income. My wife is a nurse at Rush University Medical center. Over the years, I have learned how to maximize her employee benefits while understanding the unique challenges people in her profession face. In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.

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
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

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)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

Contact Ivan Havrylyan

312-554-5889

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Office Locations:

  • 120 Picardy Lane
    Wheeling, IL 60090

Outside The Box Financial Planning, LLC (“OTBFP”) is a registered investment adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OTBFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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