Awards and Recognition »

Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Washington’s Fastest Growing private Companies Revealed

Revenues are soaring at Washington companies and their phenomenal growth rates show no signs of slowing. To that end the Puget Sound Business Journal has identified the 100 Fastest-Growing Private Com ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Seattle Magazine – Five Star Wealth Manager

ICON Consulting is proud to announce that Matt McKellar, Aimee Huff, Dave Moretsky, & Jack Carney were all named in Seattle Magazine as 2015 Five Star Wealth Managers. Congratulations to them all ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Newsweek – The Interview Issue

Matt McKellar, CFP® and ICON Consulting were recently featured in Newsweek’s installment of “The Interview Issue”. Matt was profiled as “Seattle’s Wealth Manager – An Interview With Award ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

College Financial Makeover: Tuition need not delay Boeing worker’s retirement goal

Boeing mechanic plans for retirement soon and to help daughter pay for college. Michelle Almoslino, a 63-year old Boeing mechanic, is so ready to retire that in her free time she studies overseas rent ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Seattle Magazine – 2013 Five Star Wealth Manager

With more than 70 years of combined experience, ICON Consulting is one of the Northwest’s most sought after independent, fee-based financial planning and wealth management  firms… To read the ori ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Discovery process uncovers pensions and benefits unknown to couple

Health issues complicate couple’s plans Crunching numbers and solving equations came naturally to Larry Hill, 84, of Lake Forest Park, for the more than 30 years he was building airplanes for Boeing ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Financial makeover: Laid-off accountant counting on new plan

Behind every unemployment statistic is a story, and M. Sloan’s is all too common. After putting in 20 years with a Seattle-area manufacturing company and working her way up to a senior accountan ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Seven tips to prepare your graduate for their financial future

They’ve made it to the finish line: graduation. Really, it’s just the beginning of the next phase of your child’s life. Hopefully you’ve been talking a bit about money even bef ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

“Five Star Wealth Managers: Best in Client Satisfaction” for 2012.

Matt McKellar, CFP® and David Moretsky, CFP® have once again been named to Seattle Magazine’s list of “Five Star Wealth Managers: Best in Client Satisfaction” for 2012. SeattleMagazine form ..
Top Independent Seattle financial planner Bellevue financial planner financial advisor Bellevue CFP

Bellevue couple seek financial advice as retirement looms

When I first met Laurie Griffin in early April, she radiated the values of a career Boeing employee: cheerful, self-possessed, competent, careful. Her financial-makeover story seemed straight-arrow, s ..
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