This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President & Co-Founder
Offering advice since: 1994
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Matt McKellar:
ICON's Co-Founder, Matt McKellar, CFP(R) has just been chosen to receive the "2009 Five Star Wealth Manager: Best in Client Satisfaction" award that will be featured in Seattle Magazine. The award is given to Seattle area financial planners who have been evaluated on nine different levels of service. He will be listed in the Bellevue "Financial Planner" or "Financial Planning" section of the piece, and it should run in Seattle Magazine's April 2009 issue highlighting the area's "Best Wealth Managers". We will have additional materials up on our site as soon as they are available.
ICON was recently featured in a personal financial planning article on the front page of the Seattle Times' Sunday Business section on personal finance titled "Can you have your cake and retire too?" The Times was doing a "Financial Makeover" series and was looking to feature a financial planner with the CERTIFIED FINANCIAL PLANNER TM designation. They profiled one of ICON's Founders (Matt McKellar, CFP(R)) during the initial stages of a financial planning and wealth management relationship with a local couple.
For further information please visit: http://www.ICONconsultingllc.com
Matt can be reached at: matt@ICONconsultingllc.com
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Chartered Financial Consultant (ChFC)
Certified Financial Planner (CFP) Practitioner
Business administration and finance - University of Washington's Foster School of Business
Will provide references upon request?
Further information about ICON Consulting:
(Size of firm: 0-9 advisors)
With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms. Our locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive advice, we offer our clients specific needs based recommendations and implementation decisions that will give them the tools they need to most efficiently align their financial resources.
As we embark on working relationships with our clients that span decades, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, vision and direction, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules. Welcome to ICON, and we look forward to working with you.
Contact Information for Matt McKellar
Phone: (425) 562-ICON (4266)
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Fax: 425-746-ICON (4266)
Address for Matt McKellar:
10655 NE 4th Street
Bellevue, WA, 98004
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