Ben Brown

CFP®, EA

Entelechy

Founder & CEO

Ben Brown

CFP®, EA

Entelechy

Founder & CEO

I 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, CFP®, EA

Ben Brown is a Fee-Only financial planner based in Bethesda, MD serving clients locally (Washington D.C., Bethesda, Silver Spring, MD, Arlington, VA), and across the country.  Entelechy specializes in providing objective financial planning and investment management to help clients imagine, save and invest for what’s possible. Ben Brown is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ Professional, and an IRS Enrolled Agent.

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®) and an Enrolled Agent (EA) federally-authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS.

Ben Brown's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

Entelechy is a registered investment advisory firm providing financial planning & investment management services to a select group of clients.

We help people like you critically evaluate and set life goals, focus on investing in themselves and experiences, and serve as a trusted partner through all of life’s financial decisions.

Fee-Only Fiduciary
As a fee-only advisory firm, we only get paid by you, the client. We don’t sell any products, and don’t receive any kind of compensation for recommending certain vendors, partners, or investment vehicles such as mutual funds.

We are also bound by a fiduciary standard in all of our interactions with clients. This means we are legally required to act and provide recommendations in our clients’ best interest, rather than putting profit or our interests first. At Entelechy, clients come first at all times.

Independent
Entelechy is an independent financial planning and investment management company. We aren’t bound to or owned by any other organizations, which means we aren’t limited to specific solutions or advice, and we’ve chosen our partners, vendors & service providers because we believe they provide the best value to our clients.

This also provides us the flexibility to change partners, vendors & service providers should we find a better fit our clients’ specific needs.

Unique Approach
We believe that financial planning is about figuring out what you really want out of life, understanding the value of your time, and coming up with a plan for your money to help you realize your goals and full potential.

Each of us has our own story and unique goals, but all too often money gets in the way of making them a reality. Our job is to help you clarify your goals, and provide objective advice & support to help you achieve them using all of your available resources.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Budgeting & Cash Flow Optimization
  • Investment Management
  • Employee Benefits
  • Salary Negotiation & Income Strategies
  • Tax Planning
  • Business Planning

Ideal Clients

  • Young Professionals
  • Young Families
  • Entrepreneurs & Business Owners
  • Sudden Money Situations
  • Retirees and Near Retirees
  • Generation Y
  • Generation X

Working Together

  • Virtual Meetings
  • In-Person Meetings
  • Flexible Scheduling
  • Annual Flat Fee (Paid Monthly)
  • % of Assets Under Management
  • Hourly Fee Option

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Ben Brown is 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.

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

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

  • Dimensional Funds
    Entelechy has access to Dimensional Funds

    The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.

Contact Ben Brown

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 9011 Lindale Drive
    Bethesda, MD 20817
  • By Appointment
    Arlington, VA 20330
  • By Appointment
    Washington, D.C., DC 20005

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser