Monon Wealth Management

Jordan Davan is a CFP® professional at Monon Wealth Management with 12 years of industry experience. He previously worked at Charles Schwab for 12 years before joining Monon Wealth Management. Davan is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Monon Wealth Management is a team of seven advisors managing approximately $547 million for about 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, retirement plan advisory, and related consulting.

John Hutchens is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He is currently affiliated with Monon Wealth Management and has previously worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Fifth Third Securities. Hutchens is also a licensed insurance agent involved in the implementation of insurance recommendations. Monon Wealth Management is an SEC-registered advisory team of seven advisors managing approximately $547 million for around 505 clients. The firm serves individuals, trusts, estates, businesses, and employer retirement plans with a wealth management approach that integrates investment management, financial planning, and retirement plan advisory services.

Stephanie Wilson is a CFP® professional with 20 years of industry experience. She is affiliated with Monon Wealth Management, a team of seven advisors based in Indianapolis, IN. Her prior firms include Purshe Kaplan Sterling Investments, Hutchens & Kramer Investment Management Group, Wells Fargo Advisors, and Fifth Third Securities. Outside of her advisory work, she also acts as a licensed insurance agent and provides notary public services to clients on a limited basis. Monon Wealth Management serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $547 million. The firm combines investment management with financial planning and related consulting, using model portfolios focused on ETFs, mutual funds, stocks, and bonds, and incorporates independent managers and third-party platforms in its approach.

Clinton Bucher is a financial advisor at Monon Wealth Management with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Hutchens & Kramer Investment Management Group, Kestra Financial Services, and Legacy Advisors LLC. Outside of advisory work, he serves as Treasurer and investor for Frye Fabrication, Inc., a business owned by his son-in-law. Monon Wealth Management is an SEC-registered advisory team managing approximately $547 million for individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services, combining investment management, financial planning, and retirement plan advisory, utilizing model portfolios with a long-term orientation alongside tactical adjustments.

Hunter Bartholomew is a financial advisor at Monon Wealth Management in Indianapolis, holding Series 65 and Series 66 licenses with two years of industry experience. He has been with Monon Wealth Management since 2021. Prior to this, he worked at Kleenit Commercial Cleaning and attended the College of the Holy Cross. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans. The firm provides comprehensive wealth management through investment management, financial planning, and related consulting, using a long-term oriented approach with model portfolios and third-party managers.

Raymond Kramer is a financial advisor at Monon Wealth Management in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, FIFTH THIRD SECURITIES, The Huntington Investment Company, and Chase Investment Services. In addition to his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management is a team of seven advisors managing approximately $547 million for around 505 clients, including individuals, trusts, estates, businesses, and employer retirement plans. The firm provides comprehensive wealth management services using a long-term investment approach with model portfolios and third-party managers.

Mark Rhodes is an advisor at Monon Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Rhodes has worked at Hutchens & Kramer Investment Management Group since 2018 and has been a partner at Rhodes Knisley Williams LLP, providing income tax preparation, accounting, and tax planning services since 1980. He also worked at Intrepid Financial Planning from 2002 to 2021. Monon Wealth Management is a mid-sized SEC-registered advisory team serving individuals, trusts, estates, businesses, and retirement plans with comprehensive wealth management services. The firm employs a long-term, risk-based investment approach using model portfolios and offers access to independent managers and third-party platforms.