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Neighbor friendly, business smart.
ICCF Wealth Management is Central Florida’s premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John O’Donnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong entrepreneurial drive to deliver better service at greater value.
Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business.
ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan.
Whether we are helping a family prepare for the uncertainties
of tomorrow, or a business insure complex risks, we approach
every relationship by first fully understanding the unique
challenges and needs to create complete solutions.
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