Fee-Only Investments & Financial Planning

Our Certified Financial Planners build investment portfolios
that serve your life goals

Our Firm : Why Choose ICM

We specialize in tax planning, advice on company stock, straight forward investing, guidance on real estate investments, and retirement planning. Most importantly we make sure that all aspects of your financial life are working in-sync to help you achieve your life goals.

We work interactively with our clients explaining as we go; we won’t send you home with a big binder and expect you to read it thoroughly. We work with a limited number of people so that we can provide personalized and focused advice. Over the course of eleven years and hundreds of retirement plans we have found the process of organizing your financial life can be fun. Our meetings often contain a lot of laughter!