Washington, DC’s Best Fee-Only Financial Planners 2018

Washingtonian 2018

Entelechy has been named one of the best fee-only financial planners in the Washington, DC area!

Every other year, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals.  To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial industry, asking whom they would trust with their money.  After conducting their own research, the editors finalize their list based on the professionals who receive the strongest recommendations.

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Why I Started a Next Generation Financial Planning Firm

Today I’m proud to celebrate the public launch of Entelechy, a next generation financial planning firm. What started as a quest to determine how to make both financial planning and investment management more accessible and relevant has resulted in the creation of a new business, and I couldn’t be more excited.

But what exactly is a next generation financial planning firm? Why create one? And why give it this strange name?

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