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1430 Spring Hill Road
Suite 400
McLean, VA 22102


Cal Brown ,

Financial Advisor
Member Owner

Cal is a member of the Investment Committee. He has been involved in the financial services industry since 1984. Cal received a bachelor’s degree in business administration from the University of Arkansas and a master of science degree in taxation (MST) from the American University in Washington, D.C. He is an adjunct professor in the MST program at American University, teaching the estate planning course. Cal is a member and past chairman of the Financial Planning Association-National Capital Area (FPA-NCA).

The Washingtonian and Northern Virginia magazines named Cal as one of the top financial planners in the greater Washington, D.C. metro area. Three of his professional articles have been published in the Journal of Financial Planning, and he has written articles appearing in Bloomberg Wealth Manager and Financial Planning magazines. He has appeared on CNBC, Fox 5 D.C., the PBS “Nightly Business Report,” WAVA-FM (Washington, D.C.), and News Channel 8 in Washington, D.C. He has been quoted in the Wall Street Journal, Kiplinger’s Personal Finance magazine, Smart Money, Newsweek, U.S. News and World Report, CNNfn, Financial Planning magazine, Mutual Funds magazine, and InvestmentNews. He is the author of the book, When Life Strikes: Weathering Financial Storms.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.