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

Brian Lipton, CFP®, CPA, PFS, AIF®

Financial Strategist

As a financial strategist in 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 McKinley Carter's Tax and Legacy Planning Specialized Practice Group.

Licensing and Education

  • Bachelor of Science in Accounting Indiana University
  • 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
2022 Tax Laws Image BRL blog

2022 Tax Law Changes: What You Need to Know

As professionals, we monitor the progression of proposed tax law changes that might have significant impact on our clients’ planning. In most instances, monitoring is a futile endeavor. This year’s proposed tax changes are no exception. Here's what you need to know about 2022 tax law changes.

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Folded Shirts Patch6

Financial Wellness and Folded Shirts

This is the last in a series of six blogs about Smart Family Finances and ways to improve your decision-making regarding your money. In this article, we will attempt to wrap up the conversations about family finances in a “tidy” package.

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Speak to an Advisor: You Have Everything to Gain

Unlike professional services provided by an accountant or attorney, many people aren't quite sure what a financial advisor can do for them and exactly how they help you achieve your financial goals. Learn what you can gain from working with an advisor.

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A women smiling in an office, meeting with a client.

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.