Who We Are

ICON’s Vision and Mission Statements:

To be the Northwest’s most sought after independent fee-based financial planning and wealth management firm. As leaders in our industry with respect to strategic consulting and independent advice, we bring vision and direction to the lives of our clients and their families, serving as their trusted Personal CFO.

ICON’s Value Statement:

ICON Consulting was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well being. We have an fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients’ best interests. This strong ethical and moral belief of ours will never be compromised.

Our commitment to our clients is further reflected in ICON’s tagline, “Symbiotic Wealth Management.” This refers to our mutually beneficial relationship: clients depend on us to provide them with unbiased, timely, and sophisticated financial advice just as we depend on our clients for our livelihood. Without them, we wouldn’t have the opportunity to perform the work we enjoy.

As we cultivate relationships with our clients that last a lifetime, it is our unbiased and expert knowledge that is key to our shared success. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you do not have someone you trust teaching you the rules.

Welcome to ICON, we are here to help.

If you are interested in finding out more about our Personal CFO services Contact Us