Contact Information

MICG is a comprehensive wealth management firm founded on the principals of providing superior advice and exceptional service to clients.  With six branch offices from Norfolk to Alexandria and New York City MICG is one of the fastest growing consulting firms in the Mid-Atlantic.  MICG is a fully licensed Broker Dealer, Resgistered Investment Advisor, and Insurance Agency. 

Offering Advice Since

2004

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management 
Insurance
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:   Life/LTC, Health, Variable, Property & Casualty
Security Licenses:  6, 63, 65, 7 
Other Licenses, Certifications, Designations:  LTC Insurance Partnership Plan Certification 
Investment Advisor Registration:  Investment Advisor Representative
Education:  B.S.,  M.A.
Associations & Affiliations:  Financial Planning Association (FPA); Virginia Maritime Association (VMA)

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts) 
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

Employee

My Broker / Dealer Affiliation

MICG Investment Management, LLC

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