Michael Sicuranza, CFP®, AEP®

CEO and Sr. Financial Advisor

My name is Mike Sicuranza and I am an architect of strategy. Every day I see intelligent, capable individuals challenged by complexity as they struggle to develop and manage a plan to reach their targets, particularly as they amass wealth or manage their business.

Thinking of things others haven’t considered and communicating complicated strategies in an easy to understand manner are essential skills I draw upon to help people feel confident in their decisions. There are many parts to life’s financial puzzle. My job is to make sense of the full range of available investment and planning options and help you identify which pieces are best suited to achieve your vision.

A life-long student of history and economics, I love to read books on the subjects. My taste in books extends to self-help subjects such as health and goal setting, as well as topics on business and entrepreneurship. But I really wish I had more time to indulge my love of Sci-Fi novels! I am a big believer in maximizing our time and talent and living the best life possible. This is the only life I get, so it’s up to me to make sure I squeeze everything I can out of it. “With great effort comes great results” – and that is why I always make time for exercise, golf and spending time with my family.

I started my career as a financial advisor with American Express after achieving a Bachelor’s of Science degree in economics from the University of Delaware. Soon after, I established my own financial planning and wealth management firm which I eventually merged with another practice to create Investment Management and Planning, LLC.

For the last decade, I have been honored to be recognized by Medical Economics Magazine as one of the top financial advisors for doctors in the country. I have been published in national and regional business publications and was selected as a 2011 Fellow for Leadership Delaware; a competitive, prestigious leadership development program. (From 2004 to present I have been named one of the top advisors for doctors in the country. Medical Economics magazine bases this on several factorings including but not limited to: % of clients who are doctors, years of experience, knowledge of the medical profession, and client service.)