(214) 619-4859 Dallas | Tyler | Midland 

(214) 619-4859 Dallas | Tyler | Midland 

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ALICORN INVESTMENT MANAGEMENT

William (Bill) Dendy JD, MBA, CPA, CFP®, CLU is
the Founder of Alicorn Investment Management, Inc.
With over 30 years of professional experience in
investments and financial planning, Bill collaborates
with individual investors to understand their personal
goals and aspirations for the future. Together, they
develop a comprehensive plan that may include tax
planning, investments, insurance, financial planning
and estate planning. Bill's unique qualifications as a certified financial planner, attorney, certified public accountant, and insurance broker enable him to provide holistic financial planning services. Let us provide you with a free consultation.

    Schedule a consultation, experience the difference

    Our team of financial consultants are dedicated to serving clients

    Offices in Dallas, Tyler, and Midland, Texas

    Available to meet anywhere via Zoom

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.

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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

    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