Elliot Pepper, CFP®, CPA Northbrook Financial

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About Elliot Pepper, CFP®, CPA

Prior to launching Northbrook Financial, Elliot – a summa cum laude graduate of University of Maryland and University of Baltimore – worked in the tax practice of Ernst & Young, a “Big 4” global accounting firm, and Brown Advisory, a multi-national investment advisory firm. With strong tax technical acumen and a deep understanding of personal financial behavioral habits, Elliot connects with his clients by providing objective and actionable advice in relatable laymen’s terms.

When he’s not reading up on the latest changes to the tax code, Elliot enjoys spending time with his wife, daughter, and two sons. An avid runner and basketball fanatic, he has completed multiple marathons and loves playing and watching basketball with friends and family. He is also a self-described book worm and particularly enjoys reading about behavioral economics, financial markets, and anything related to big wave surfing!

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Ideal Clients

  • Family Financial Planning
  • Financial Professionals
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $2,400+/engagement
  • AUM: 1.00%

SEC Records

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