Who we are.

Entelechy is a registered investment advisory firm providing financial planning, investment management & tax 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 for 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.

OUR NAME

[en-tel-uh-kee]  Originally coined by Aristotle, entelechy describes the realization of potential, or the inner strength directing life and growth to become all one is capable of being.

ADVISORS
Ben Brown, CFP®, EA

Ben Brown, CFP®, EA

Founder & CEO

Ben Brown, CFP®, EA

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.

As seen in

  • Morningstar Advisor
  • Washingtonian Magazine
  • The Wall Street Journal
  • USA Today
  • CNBC
  • US News
  • CBS MoneyWatch
  • Credit Karma
  • NerdWallet
  • Bankrate
  • Barron's
  • Financial Advisor IQ

Our partners.

Dimensional Fund Advisors

Dimensional is a global investment manager dedicated to implementing the great ideas in finance. Academic research has documented the challenges of attempting to forecast economic conditions or find mispriced securities. Rather than trying to outguess the markets, Dimensional focuses on delivering exposure to dimensions of higher expected returns consistently and adding value through portfolio design, management, and implementation.

dimensional.com

CFP Board

Although many professionals call themselves “financial planners,” only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.

letsmakeaplan.org

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 independent Registered Investment Advisors (RIAs), helping them achieve their business vision and serve the best interests of their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients.

tdainstitutional.com

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. Their mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you. XY Planning Network advisors are also financial-planning focused, meaning all their members offer comprehensive financial planning services for consumers.

xyplanningnetwork.com

National Association of Personal Financial Advisors

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. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

napfa.org

Fee-Only Network

FeeOnlyNetwork.com is a partnership with 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. FeeOnlyNetwork.com showcases the expertise of these advisors and promotes consumer awareness of the Fee-Only financial advisor model.

feeonlynetwork.com