ALICORN INVESTMENT MANAGEMENT
William (Bill) Dendy JD, MBA, CPA, CFP®, CLU, Founder of Alicorn Investment Management, has over 30 years of professional experience in investments and financial planning. He works with individual investors helping them coordinate the aspects of their financial lives, including tax planning, investments, insurance, financial planning and estate planning. We provide a wide range of services to meet even the most requirements. Our team is run and directed by Certified Public Accountants (CPAs) which is the highest level of certification one can attain in this field. You can be sure that you are in good hands when it comes to managing your finances.
Smart. Honest. Able. Responsive. Persistent.
Alicorn Investment Advisors are S.H. A. R. P. in so many ways, S.H.A.R.P is our acronym for the characteristics that we value in ourselves as we work with families to achieve their financial goals. Watch the video and learn more about William (Bill) Dendy JD, MBA, CPA, CFP®, CLU, Founder of Alicorn Investment Management.
Sophisticated Wealth Management to serve your individual needs.
The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.
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Insurance & Estate Planning
IN THE NEWS / SOCIAL MEDIA
Our founder has become a popular financial soundbite for the nation's newsrooms and social media networks and blogs because of his tell-it-like-it-is style.