A complete list of active advisors currently associated with ICON Wealth Partners

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

Icon Wealth Advisors provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and ERISA plans. Services include discretionary portfolio management, model portfolios, oversight of held‑away retirement and 529 accounts, and periodic financial planning. The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis while emphasizing low‑cost ETFs in its internal model portfolios. Icon also offers three internally managed fixed‑income strategies, may use Independent Managers for portions of client portfolios, and constructs customized allocations based on each client’s goals and risk tolerance. Icon is an indirect subsidiary of Focus Financial Partners, which gives it relationships and offerings that are less common among peers: Icon may offer clients access to private pooled vehicles managed by Origin (an affiliated sponsor), introduce insurance solutions through its affiliate Focus Risk Solutions (which receives commissions), and facilitate credit and cash‑management solutions through UPTIQ and Flourish under revenue‑sharing arrangements with its parent. The firm also discloses that some advisory personnel are registered representatives of a broker‑dealer and may implement commissionable products such as structured notes or receive 12b‑1 trails; these affiliations and potential conflicts are described in the Form ADV and offered on a nondiscretionary basis.

To learn more about the advisors currently working at ICON Wealth Partners, 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.