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.
IN THE NEWS / SOCIAL MEDIA
Bill Dendy is sought after for economic and financial insights by the nation's newsrooms and
and social media networks because of his tell-it-like-it-is style. Listen to some recent insights.
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.
Education Planning
Investment & Retirement
Insurance & Estate Planning