A complete list of active advisors currently associated with Myicon

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

MyICON provides fee-only financial planning and consulting to individuals, families, and businesses, delivering a written financial plan with ongoing consultation for the plan period. In its primary role the firm does not custody or directly manage client assets and does not accept discretionary trading authority on client accounts. The firm’s analytical approach centers on cash-flow modeling and asset allocation guided by Modern Portfolio Theory, with periodic tactical shifts and an emphasis on client education and implementation tailored to individual goals. MyICON frames its advisory work as needs-based planning that prioritizes aligning recommendations with each client’s objectives and willingness to act. Notably, MyICON maintains affiliations with both an independent registered investment adviser (Private Advisor Group) and a broker‑dealer (LPL Financial), and its Consultants also hold insurance licenses—arrangements that allow implementation through managed accounts, brokerage executions, or insurance products but can create differing compensation streams across roles. The brochure also discloses that the firm does not charge percentage-of-AUM or performance-based fees, does not custody assets, and advertises no account minimums (while referencing a nonfinancial “personality minimum”), which distinguishes its service model from many peers.

To learn more about the advisors currently working at Myicon, 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.