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Brian Lipton, CFP®, CPA, PFS, AIF®

Brian Lipton serves as Regional Managing Director for the Gaithersburg office of McKinley Carter Wealth Services. Prior to joining the firm, Brian served as President of YellowWood Financial Advisors, Inc., where he was responsible for the development and implementation of investment policies and strategy for client portfolios, as well as the strategic direction of the investment advisory and planning practices of the firm.

Brian started his career as a Certified Public Accountant with Arthur Andersen and later joined a local firm in Rockville, Maryland. Brian served as a Partner at Bornstein Redler and Lipton PA for over 15 years, concentrating on taxes, planning, and business consulting services for a client base of business owners and professionals. Later, he merged into the national CPA firm, BDO Seidman, LLP, serving as a tax partner and continuing to lead YellowWood’s investment advisory practice.

Through his previous experience as a CPA and current experience as a CERTIFIED FINANCIAL PLANNER™ professional, Brian is able to marry the years of being a client's financial advocate and putting the client first, with the skills and knowledge of an investment professional. Brian devotes most of his time helping clients accumulate and protect wealth by helping high net worth clients meet their retirement goals, and organizations meet their investment requirements and fiduciary responsibilities.

Brian is also an Accredited Investment Fiduciary (AIF®) and Personal Financial Specialist (PFS). He serves as a member of the American Institute of Certified Public Accountants and the Financial Planning Association.

Brian graduated from Indiana University with honors in 1978.

Posts by Brian Lipton, CFP®, CPA, PFS, AIF®

Brian Lipton, CFP®, CPA, PFS, AIF®
Brian Lipton, CFP®, CPA, PFS, AIF®

2018 welcomes taxpayers and CPAs with the largest changes to the U.S. income tax system in recent history. Learn about the impact on companies and individuals.

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With tax season over, here are some great financial tips to keep in mind regarding your kids and summer jobs, your ROTH contribution, capital gains, and more!

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With the presidential election in the rear-view mirror, tax reform will be front and center in 2017.

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Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being, central bank policies.

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If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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