A complete list of active advisors currently associated with ICON Financial

Warmer can help you find a great advisor at ICON Financial or one who fits your needs even better.

ICON Financial provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients) and to qualified retirement plans. The firm’s brochure reports $28.2 million in discretionary assets under management as of December 31, 2024, and it delivers written investment policy statements and financial plans as part of its client engagement. The firm uses Monte Carlo modeling in its planning work and manages accounts under discretionary authority, documenting objectives and risk tolerance in client files and conducting periodic reviews. ICON may engage sub‑advisors to implement strategies and discloses the use of trading and derivatives strategies — including options (covered, uncovered, and spreads) — in separately managed accounts. Noteworthy distinctions relative to many peers include explicit ERISA plan services where ICON can serve as either a 3(21) or 3(38) fiduciary and related pension-consulting support for institutional clients, along with the provision of educational seminars and workshops at no charge. The firm’s principal also operates a licensed insurance practice and may recommend insurance products for commissions, a conflict disclosed in the brochure and described as mitigated through disclosure and the firm’s fiduciary obligations.

To learn more about the advisors currently working at ICON Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.