Ice Capital Management is a family-run business, where we treat our clients like part of our own family. Our mission is to help clients connect all the pieces of their financial lives, providing guidance to organize and structure finances in a way that supports long-term goals. Whether planning for savings during your working years, enjoying a meaningful retirement, or preparing for a wealth transfer to the next generation, we provide thoughtful support tailored to each individual’s circumstances. Everett and Spencer bring their combined knowledge and experience to help clients explore strategies and opportunities that align with their objectives, offering insight into financial planning and long-term investment approaches.
At Ice Capital Management, we are dedicated to understanding each client’s unique needs and priorities. We strive to provide clear, practical guidance and maintain open, collaborative communication at every step. Our team is committed to being accessible, responsive, and attentive, creating an environment where clients feel supported, informed, and confident as they make decisions about their financial future
As an independent advisor practice, we focus solely on serving your needs and always acting in your best interest. This provides you with the confidence you seek to pursue financial independence on your terms.
- We spend our time developing customized strategies for the unique challenges you face with:
- No obligations to investment product manufacturers
- No cross-sell quotas or home-office directives that may lead to conflicts of interest
- No affiliations or ties to investment banking firms
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial is steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their ideal practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, LPL Financial takes care of advisors, so they can take care of their clients.
LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2025, based on total revenue.