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.
ALICORN INVESTMENT MANGEMENT, INC.
35+ years in service
With over 35 years of experience, Alicorn Investment Management delivers disciplined strategies, market insight, and a proven track record of guiding clients through every economic cycle.
Tax Expert
Our tax expertise is built to optimize your wealth—minimizing liabilities, maximizing efficiency, and aligning every investment decision with a smart, forward-thinking tax strategy.
Legal Strategist
We integrate legal strategy into every financial decision, protecting your assets, structuring investments intelligently, and ensuring long-term security in an ever-evolving regulatory landscape.
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