Our Clients

We work best with individuals, families, and businesses using a fee-based financial planning model first, before we assist with asset management and other implementation strategies. Comprehensive planning provides us with a roadmap for each client’s unique situation and needs.

Clients we work best with:

• Seek independent, unbiased holistic advice on all areas of their financial lives
• Busy professionals wanting to retain a Personal CFO to keep their financial lives on track
• Ready and willing to partner with MyICON to simplify and improve their lives
• Realize that investment decisions are more complicated than buying and selling and desire an understandable, transparent, and comprehensive investment strategy
• Near retirees looking to design an income distribution strategy or individuals who worry about market volatility
• Retirees concerned with making sure their assets last as long as they do
• Individuals and couples seeking an advisor to help oversee all aspects of their financial lives and help plan for “known unknowns” as well as “unknown unknowns”

If you would like a complimentary independent opinion, please contact us.