“2009 Five Star Wealth Manager: Best in Client Satisfaction” -Seattle Magazine.
Locally owned and independently operated, ICON Consulting is one of the industry's leading comprehensive wealth management and financial planning firms. We formed ICON out of a primary desire to help people, so we created a firm where we could focus on helping people understand and make informed decisions regarding their wealth management and financial planning strategies. ICON's Principals are Matt McKellar, CFP® and David Moretsky, CFP®.
If you are new to ICON, we have made available an initial and ongoing enrollment into the "ICON Wealth Management System". Just copy and paste the address below into your browser for the details: