Below is the email I sent to clients@iconocapial.com on 08/15/2025
Hey y’all!
Today marks five years since Iconoclastic was born out of the flames of stress, anxiety, and a little bit of luck.
On August 15, 2020 we had to call 47 of you and ask that you trust us enough to embark on a brand new adventure with your life savings. No big deal.
If you got one of those calls, you probably don’t remember the exact words or remember it at all. We do. And we remember what mattered: Every single one of you said yes.
People Make the Place
This summer, we welcomed two incredible new humans to the Iconoclastic family:
On August 5, 2025, the first Icono Baby was born-- Meet Sydney!
Matt Scott officially joined us full-time on August 1
The juxtaposition of these two huge changes has been so rewarding for me.
On one hand, we have a team member whose original contract was hand written on a sticky note (still have it) 10 years ago.
On the other, we have a person leaving a highly established career in a different industry willing to take the leap of faith with us to help build our vision.
👶🏼 Life Milestones We’ve Shared With You
In five years, here’s what our clients have celebrated:
21 new children (yes, we counted)
17 retirements
6 business launches
💼 New Services
This year we launched something that’s quietly radical in our industry: Modular, project-based financial planning.
Often, people just need our expertise for a short period of time. Everybody else in the financial advice industry tries to hook them with a product or requires them to manage their assets. Then they ignore them for years.
We stripped away the bullshit and said, “what if we make something that is short-term in nature and send people on their way after?”
Turns out a lot of people had been seeking the answer for that question along with us. Whether it’s our Pathfinder program for high-earning professionals in their 30s and 40s, or Retirement Readiness for those 2–5 years out from leaving work, these projects give people a plan they can act on without a sales pitch.
If you know somebody that would be interested in a financial plan project please let them know about it!
📊 By the Numbers
98% of original 47 founding clients still with us today
135 households served as of July 31, 2025
Annual growth (8/2024 to 8/2025)
New clients: +62%
Assets under management: +44%
Revenue: +36%
Thank You
Because of you, we have been able to turn an idea into a legitimate presence in the Rochester and Brooklyn area.
One of my primary focuses is for all 135 of you to think:
“Reaching out to Icono Capital was one of the best things I ever did,”
or
“I love our financial planning team. They are complete idiots for charging us so much less than their value is worth.”
Either way, I’m forever appreciative of your trust.
Thank you so much for being along for the ride.