Our Firm

Founded two decades ago, ICM began a nationwide expansion of branch offices back in August of 1988.  ICM was founded with the philosophy of providing independent financial advice to individuals, families as well as businesses throughout the country.  With 11 offices throughout the nation, ICM representatives focus on retirement planning, college education planning, insurance and estate planning as well as real estate through ICM Lending.  In both 1996 and 1997, ICM was listed in "Inc. Magazine" as one of the fastest growing privately held companies in the United States. ICM is committed to helping people reach their financial goals and dreams while continuing to expand through our Management Development/ Financial Advisor training program.

ICM was created to fill a vital need. In 1988 the financial world was changing – the Social Security system was weakening, people’s sense of security was being shaken as bank after bank failed, and employers were increasingly putting retirement planning in the hands of their employees. People were often confused, even worse, on their own when it came to planning for their financial future. We believe that it has become more complex than ever to plan and implement an effective financial plan that meets all of your needs.  That is where ICM fits in your life.  Your ICM representative will work with you on an on going basis developing a relationship that will last throughout your life. Our goal is to help every client improve their quality of life by building financial confidence. 

In an effort to provide answers in the perplexing world of finance, ICM offered a unique combination: independent professional advice with a personal touch. In other words, ICM offered "real financial advice from real people." Today, thanks to thousands of clients, our goal is to become one of the largest independent financial services companies in the nation.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.