A complete list of active advisors currently associated with Monetary Solutions, Ltd.

Warmer can help you find a great advisor at Monetary Solutions, Ltd. or one who fits your needs even better.

Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit‑sharing plans, and corporate or business clients. Offerings include discretionary asset management, financial planning consultations, and limited-scope hourly planning engagements. The firm emphasizes strategic asset allocation, global diversification, and valuation‑based allocations, primarily investing in no‑load mutual funds and exchange‑traded funds held at Charles Schwab and rebalancing accounts on a research-driven schedule. Client objectives are documented in an Asset Allocation Letter and accounts are generally managed on a discretionary basis to implement the firm’s allocation models. Notably, Monetary Solutions is affiliated with Goldshot, Lamb & Hobbs, Inc., a certified public accounting firm that provides accounting and tax assistance to clients on an hourly basis, enabling closer coordination of tax and investment work. The firm also manages institutional-type clients such as profit‑sharing plans and corporations in addition to individual investors, and it does not use performance‑based fee arrangements or soft‑dollar practices.

To learn more about the advisors currently working at Monetary Solutions, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jacob Adams	Dayton, OH	0
Brian Walker	Dayton, OH	11

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