Right here with you
Right here with you
Right here with you
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
Our Team
Our Team
Real Expertise, Realer People
Real Expertise, Realer People
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.
We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that."
We funded our education through student loans or military service and built our business on savings, debt, and hard work.
We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.
We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
The Results Speak For Themselves
Here's what our clients say.
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
The Results Speak For Themselves
Here's what our clients say.
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
The Results Speak For Themselves
Here's what our clients say.
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
They all meet you where you are, have their individual areas of expertise and brought up topics that we did not even think about. We met one-on-one with Chris, Gene and Jack and learned something in each meeting. The plan the team came up with was exactly what we were looking for. The office was easy to get to (plus no steps for my broken ankle) and Stephanie and Ziggy were very welcoming.
Birgit B. - Rochester, NY
My husband and I have been working with Chris and the team at Iconoclastic for around 2 years now and it has truly been the best experience! From day one, Chris and his team have earned our trust with every aspect of our finances. We first utilized their services to help with medical school loan repayment plans and consolidating finances after getting married, however our professional relationship with them has far exceeded that basic usage at this time. To this day, Chris and the team have been there every step of our financial journey and even have gone above and beyond with helping in other aspects of life (life insurance, disability insurance, investment management, etc.). We know at any time, Chris and his team are just an email away and that within 24 hours we will have an answer to any question. They do not hesitate to help fill out paperwork, explain step by step the process of what they are doing with our finances or schedule a video chat if a topic requires a more in-depth discussion. If you are looking for a team to walk alongside you in your financial journey that you know you can trust with every aspect of your finances then do not hesitate to reach out to the Iconoclastic team!
Brittany B. - Savannah, GA
We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!
Nick D. - Rochester, NY
I have been very impressed with the hands-on approach by the team at Iconoclastic. They are concerned about getting to know me as a person and not just a series of numbers. I also like the way they are holistic in their approach and not just in investing money for me - I feel very confident that I will be able to meet all my financial and other retirement goals. Thanks for the great work.
David K. - Rochester, NY
Great service! Point blank. Christopher and his team are super on top of everything (which makes life easy for me, to worry about one less thing). I appreciate his experience and qualifications in helping me be smart about my finances. He was recommended through a friend, and I would recommend (and have!) to my friends.
Caroline Y. - New York, NY
When we became aware of the costs of traditional mutual funds, we began a months long process of learning about the differences between investment options and the differences between traditional brokerage firms vs. fee only advisors. We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. The whole team is taking care of each client. Each team member has their own strengths so that not one person has to be an expert at everything. It's like having multiple advisors for the price of one. I've been impressed with how much time they spend with us, they answer every question we have. They also have discussed a lot of items that our previous financial planner never did. They have encouraged us to think about things that we wouldn't have thought to question. They have shown us options that we did not know about. I have already recommended them to several of my friends who showed interest. They have earned our trust. Switching everything over to a new financial planner is a bit of a chore, but it's really worth it.
Jenny C. - Rochester, NY
How We Partner With You
Choose the service level that matches your needs.
Guided Wealth Management
Essentials
GWM Essentials
Asset Management Encouraged
Comprehensive financial planning
Bi-annual check-ins
Ongoing email support
Access to planning portal
Guided Wealth Management
Premier
GWM Premier
All Essentials features, plus:
Quarterly check-ins
Investment management included
Priority support
Advanced estate planning
Need a One-Time Plan?
Perfect for specific life events or those who prefer to implement independently
Fully Customized
Scope-Based
Starting Investment
$5,000
We'll discuss your specific needs and provide a customized proposal. Projects typically range from $5,000-$15,000 depending on complexity.
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.