Who We Are
MyICON’s Vision and Mission Statements:
To be the Northwest’s most respected independent fee-based financial planning and wealth management firm. Serving as their trusted Personal CFO, we bring vision and direction to the lives of our clients and their families.
MyICON’s Value Statement:
MyICON was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well-being. We have a fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients’ best interests. And, 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.