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You & Your Wealth Deserve Real Advice from Real People

Discover the Difference

Bringing Your Vision to Life Through

Personalized Financial Guidance

At Independent Capital Management, financial planning with a high level of customized service is our vocation. We are an independent boutique firm established in 1988. While we use a hands-on approach, we are backed by the strength of one of the nation’s largest independent broker-dealers. With a robust team in size and depth of experience, we guide you through your unique financial intricacies with discernment.

Call Bell | Newport Beach CA | Independent Capital Management Inc.

At Your Service

Getting to know you is the first step towards building a relationship and plan conducive to your style and needs. As an independent firm, we always put your interests first, so we can identify the best solutions and products for you.

Column | Newport Beach CA | Independent Capital Management Inc.

Founded in 1988

With over three decades of service, our team is poised to help individuals, families, and business owners build wealth and preserve their hard-earned assets.

Logo | Newport Beach CA | Independent Capital Management Inc.

Book | Newport Beach CA | Independent Capital Management Inc.

Dedicated to Education

Your evolving financial literacy is our commitment, which is why we empower our clients and community with the knowledge to make wise financial decisions today and through retirement. 

Who We Are

Learn how our advisors work as your Personal Financial Advocate, using their expertise and ability to help you get "from here to there".

Ready to Get Started? 

Schedule a Complimentary Call