(214) 619-4859 Dallas | Midland 

Client Access

(214) 619-4859 Dallas | Midland 

Client Access
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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.

    Schedule a consultation & see what makes us different

    Offices in Dallas and Midland, Texas

    Available to meet anywhere via Zoom

    Over 30 years of professional experience

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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. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape.

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RETIREMENT PLANNING

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SUDDEN WEALTH

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HEALTHCARE PROFESSIONALS

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INVESTMENT PLANNING

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EDUCATION PLANNING

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INSURANCE PLANNING

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ESTATE PLANNING

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FINANCIAL PRODUCTS

Education Planning

    529 Prepaid Tuition Plan
    Zero Coupon Muni Bond
    Savings Bonds
    Coverdell Education Savings Account
    Financial Aid Guidance
    Custodial Account (UTMA/UGMA)

Investment & Retirement

    Alternative Investments
    Asset Allocation
    Risk Management
    401K
    Defined Benefit Plan

Insurance & Estate Planning

    Gifting & Wealth Transfer Strategies
    Credit Shelter Trust
    Irrevocable Life Insurance Trust
    Transfer on Death (TOD)
    Dynasty Trust
    Charitable Trust

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.

Is Dallas, TX going to be the New Wall Street? Learn about the new Stock Exchange in Dallas

Bill Dendy on NBC 5 Dallas 

Biden Announces Final New Tariffs emposed on China

Bill Dendy, President, Alicorn Investment Managment on Live FoX Now 5-14-24

8 tips for choosing a Financial Advisor with Bill Dendy

William (Bill) Dendy JD, MBA, CPA, CFP®, CLU, Founder of Alicorn Investment Management, discusses 8 Tips to Choosing a Financial Advisor.

Bill Dendy on WJXT Channel 4 JAX in Jacksonville, Florida.

A lot of people are waking up to the general risk of the stock market. Warnings after Wall Street Chaos- Bill Dendy on WJXT Channel 4 JAX in Jacksonville, Florida

How much do Americans need to afford the same quality of life they enjoyed in 2021?

Aired on the WHO Maxx & Amy show on 12/23/23.

Black Friday. Can people afford it?

Aired on CBS Harrisburg, PA on 11-24-23 

Federal Reserve is likely done raising interest rates

Aired on KTVK Phoenix on 12-13-23

LOTTERY WINNERS

Bill Dendy, President of Alicorn Investment Management discusses Lottery Winners

PENSION PLANS

Bill Dendy, President of Alicorn Investment Management discusses Pension Plans

18333 Preston Rd #300 Dallas, TX 75252

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Ph: 214-619-4859

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Alicorn Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.



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© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

All rights Reserved

18333 Preston Rd #300 Dallas, TX 75252

Follow Us

Ph: 214-619-4859

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Alicorn Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.



Menu

© Created by bPUBLIC

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

All rights Reserved