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.

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

Tax Planning

The Role of Trusts in Financial Planning

The legal construct of a Trust is invaluable in financial management, offering a means to secure and distribute assets according to specific terms and conditions. Given the complexities of individual, family, and business relationships and objectives, a tool with these capabilities is unique. Learn about the various types of Trusts and the role they play in financial planning.

Tax Planning

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.

Wealth Management

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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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.