Business Details
8 Years
experience
Your Trusted Partner for Financial Planning Solutions
Entelechy is a fee-only financial life planning and investment management company dedicated to helping clients realize their life goals through objective, personalized financial advice. Founded on the principle of fiduciary responsibility, we prioritize client interests above all else, offering transparent pricing and evidence-based strategies. Our integrated approach combines financial planning, investment management, and tax services to optimize wealth and empower clients to make informed decisions.With a commitment to ongoing support and adaptive planning, we serve as a trusted partner through all financial life stages. Our team leverages advanced technology and institutional-grade resources to deliver tailored solutions that align with individual values and aspirations.
Services
Financial Planning
Investment Management
Tax Planning
Portfolio Design
Retirement Planning
Details
- Year established: 2018
Highlights and features
- We operate as a fiduciary, legally obligated to act in your best interest
- No asset minimums required for client eligibility
- Flat annual fee structure with complete pricing transparency
- Certified Financial Planner professionals with specialized tax expertise
- Integrated approach combining financial planning, investment, and tax services
Associations and certifications
- CFP Board
- National Association of Personal Financial Advisors
What people say
Best fee-only planners
Trusted partner
Transparent pricing
Services
Financial Life Management
Our integrated service combines financial planning, investment management, and tax strategies into a single solution. We create personalized plans aligned with life goals, manage investments using evidence-based methods, and optimize tax outcomes. This comprehensive approach ensures coordinated financial decision-making and ongoing support through life's changes.
Investment Management
We design customized investment portfolios using institutional-grade funds and ETFs tailored to individual risk tolerance and goals. Our approach includes daily monitoring, tax-loss harvesting, and evidence-based strategies that focus on long-term market factors rather than speculative stock picking. Portfolios are continuously optimized for performance and tax efficiency.
Tax Planning
Our tax services integrate with financial and investment planning to maximize tax efficiency. We handle annual return preparation while implementing proactive strategies like Roth conversions and withholding adjustments. This holistic approach ensures coordinated tax planning that supports overall financial objectives throughout the year.
Financial Planning
We develop comprehensive financial plans covering goal setting, cash flow management, estate planning, and insurance evaluation. Our process includes regular reviews and adjustments to maintain alignment with evolving life circumstances. The planning framework provides clarity for financial decisions while focusing on long-term wealth optimization.
Retirement Planning
Specialized planning for retirement income needs, including withdrawal strategies, tax-efficient distributions, and portfolio adjustments. We help determine optimal retirement timing, income sources, and sustainable spending rates while coordinating with overall financial plans to ensure long-term security.
People
Ben Brown
Founder & CFP Professional
Ben Brown, CFP and Enrolled Agent, founded Entelechy to help clients achieve financial confidence. With prior experience at Focus Wealth Management, he brings expertise in financial planning, tax strategies, and investment management to deliver personalized solutions.
Questions
Are you a fiduciary financial advisor?
Yes, we are legally required to act in your best interest at all times as a fiduciary.
Do you have asset minimum requirements?
No, we accept clients regardless of asset size with our flat fee pricing structure.
What services are included in your fee?
Our flat fee covers financial planning, investment management, and tax preparation services comprehensively.
Can I work with you remotely?
Yes, we serve clients globally through virtual meetings and digital communication tools.
How do you approach investment management?
We use evidence-based strategies with institutional funds, focusing on tax efficiency and long-term market factors.
What tax services do you provide?
We offer integrated tax planning, annual return preparation, and proactive tax optimization strategies.
