Iconoclastic Capital Management - Rochester (NY)

5 /5 Christian Martinez: The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

5 /5 Bill Yudichak: The Iconoclastic team genuinely puts our interests first and takes the time to understand our needs. Chris, Gene, and Jack all bring their own areas of expertise to the table and there is never any pressure. They are always responsive to any questions we have and have spent a lot of time making sure we understand their recommendations and strategy. They aren’t just investment advisors—they are true partners in our financial journey.

5 /5 Birgit Bischof: We engaged with Iconoclastic Capital to get our first retirement years’ finances in order. It was a one-fee engagement, but we will be back to do this again! I highly recommend working with them to plan your finances. 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. I now feel confident to transition into our first retirement years and know what to do finance-wise. After losing our previous financial planner (happy for his retirement though), we had a couple of underwhelming engagements with other financial planners over the past years. I am super happy we finally found The Team that we will work with in the future!

5 /5 Hans-Peter Bischof: Our first financial advisor retired, and after working with two financial advisors, we started to work with Iconoclastic Capital advisors a year ago. The approach they use – working as a team, getting to know us, data collection, analysis, explaining the options we have, and finally turning them into action items put me at ease with my future retirement. My experience with the team was amazing and we will work with them in our future.

5 /5 Brittany Bare: 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!