As an independent full-service financial consulting and management firm, we are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Drew Marloe, President and CEO: "At ICM, we offer our clients a unique combination: independent professional advice along with a personal touch. That's what we call Real Advice from Real People. For instance, we prefer not to do business over the phone. Instead, we like to meet in person, discuss things face-to-face and educate clients on where they are and where they could be. Areas we focus on include retirement planning, college education planning, estate planning and insurance, as well as real estate through our ICM Lending division. Our experience and expertise are broad enough that we can help with just about any financial concern a client may have."