Our Story

Integrity is doing the right thing even when no one is looking.

- C.S. Lewis

Our relationship as a team began when we were co-workers in another company.  When you work for someone else, you have little power to change the conflicts of interest and unaligned priorities that can arise.  As various circumstances led to each one of us choosing to leave our employer, we found ourselves brought together by a new opportunity and a desire to start a company where loyalty is owed only to the client.

Learn More

Our Services


Fee-Only Investment Management

Whether you’re investing your retirement nest egg, an inheritance or excess savings, ICM can help you determine the most suitable investment options to best meet your goals.

Financial and Retirement Planning

Retirement may be years away or it may be right around the corner. Wherever you may be financially, we have the tools and insights to help you achieve your ideal future.

Social Security Planning

The lifetime value of Social Security is far greater than people realize – despite the fears of Social Security “going broke” and the increasingly prevalent need for reform.

Our Team

John is a Partner and Investment Advisor Representative. A native of West Virginia, he is a graduate of Bluefield State...

Angie is a Partner and Investment Advisor Representative. She is a graduate of Tennessee Technological University and...

Barry is an Investment Advisor Representative. A native of Western North Carolina, he graduated summa cum laude from the...

Pam is a Partner and Investment Advisor Representative and serves as the firm’s Chief Compliance Officer. A Bristol...

What is a Fiduciary?

The word fiduciary comes from the Latin word “fiducia”, meaning “trust”.  As a Registered Investment Advisor, ICM is held to the highest standard of care in our industry – the fiduciary standard. This means we always place the interests of our clients before our own while providing transparency of fees and objective, unbiased advice. Certified Financial Planners® (CFP) are also held to a fiduciary standard.  ICM’s team includes two CFPs® as well as an Accredited Investment Fiduciary® (AIF) and a Chartered Retirement Planning Counselor (CRPC). 

If you are currently working with a financial advisor ask yourself these questions:

  • Are you working with a fiduciary? Is your advisor making investment decisions based on your best interests first and foremost?
  • How much are you paying for investment and financial planning advice?  Is what you are paying reasonable and competitive?
  • Do you clearly understand the investment strategies recommended by your advisor and are those strategies helping you achieve your goals?
  • Are your income needs being met in an efficient manner to preserve and protect the integrity of your portfolio?
  • How often is your advisor looking at your account and making rebalancing decisions?
  • How often do you hear from your advisor?  How often do you meet with them face to face?
  • Has your advisor discussed tax and estate planning issues with you?
  • Does your advisor have a clean regulatory record?  To perform a “broker check” go to www.finra.org

Latest Blog Posts

Ready to get started? Get in touch today!

Contact Us