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.
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.
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.
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.
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 is to empower you to 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 Rockville, Maryland with my wife, Shaina, and our two children. 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.
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