Iconoclastic Capital is a fee-only fiduciary registered investment advisory firm serving clients in Rochester and Brooklyn, New York. The firm provides financial planning, wealth management, investment management, tax planning, and retirement solutions, with an approach designed to make financial decisions clearer and more personal. It emphasizes transparency, explaining what it is doing, why it is doing it, and what its services cost.

The firm’s team presents its own financial experiences as a source of empathy, alongside professional expertise. Rather than treating clients as numbers or promoting products, Iconoclastic Capital aims to understand each person’s circumstances and help safeguard their financial well-being. Its planning can address concerns such as retirement goals, taxes, student loan repayment, insurance, and investment decisions. Client accounts describe practical support with paperwork, clear explanations, and ongoing access to the team. The firm also shares insights through its newsletter and website, which features services, portfolios, insights, and a section on crypto.