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Announcing our new Southwestern Ohio Division!

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

Brian Lipton, CFP®, CPA, PFS, AIF®

Regional Director

As a regional director of the Gaithersburg office, Brian helps individuals and organizations with their financial concerns. For individuals, this typically consists of translating available financial options into investment and planning strategies to better their (and their family’s) lifestyle for the near and long-term. For organizations, he provides guidance and execution of an effective 401(k) plan for their employees. Brian is also a member of our Tax and Legacy Planning Specialized Practice Group.

Licensing and Education

  • Bachelor of Science in Accounting Indiana University
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • PFS (financial specialty recognized by the AICPA)

Accomplishments and Honors

Brian’s professional career has spanned 40+ years: the first 20 as a CPA, covering a wide area of tax, consulting and financial advocacy starting with Arthur Andersen & Co. and culminating with BDO Seidman. For the last 20 years, he has practiced as an owner/investment advisor of YellowWood Financial Advisors and, since 2013, as a director with McKinley Carter.

Community Involvement

The proud father of two adult children, Brian enjoys skiing and biking when weekend warrior ailments allow. He also spends much of his free time trying to convince his significant other, Laurie, that getting a dog would be too much work. She, however, spends her free time texting him pictures of dogs posted by new dog owners.

Brian’s Articles
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Small Business Tax Guide, Resources for CARES Act

On March 28, 2020, Congress passed the CARES Act, providing an array of provisions to help the economy. Here's a guide and links to valuable resources.

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The SECURE Act Impacts Stretch IRAs, Estate Planning - What You Need to Know

Learn how the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act by the U.S. Congress impacts your estate planning.

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Reality Check: Debunking Five Tax Myths

Even simple changes create complications when it comes to U.S. tax law. It's time for a reality check, and an opportunity to help debunk common tax myths.

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.
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