Ben Brown, CFP®, EA Entelechy

About Ben Brown, CFP®, EA

Entelechy is a financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.

No sales. No minimums. No hidden fees.

We focus on three core offerings provided as separate and distinct services.

Comprehensive Financial Planning

An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, insurance, estate & tax planning, and much more. With regular check-ins to make sure you’re on track and unlimited support, we’re your collaborative partner in every decision that might be remotely related to money throughout the year.

Investment Management

Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. No commissions. No nonsense. No trying to beat or time the market. We’ll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an approach backed by decades of academic research. All for one simple fee.

Financial Planning Projects

One-time engagements designed for those that aren’t yet ready for an ongoing relationship. Projects can involve answers to a few specific questions, or help with a specific task like optimizing your employee benefits. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.

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