A complete list of active advisors currently associated with Monon Wealth Management
Warmer can help you find a great advisor at Monon Wealth Management or one who fits your needs even better.
Monon Wealth Management is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and implements portfolios using ETFs, institutional mutual funds, stocks, and bonds. The firm begins client engagements with a risk-tolerance questionnaire and maps clients to model portfolios, combining fundamental, technical, and charting analysis to select investments while generally maintaining a long-term focus but reallocating when client needs or market conditions warrant. Monon conducts internal due diligence, may retain legacy positions for tax reasons, and can use independent managers and third‑party access platforms to aggregate or manage held‑away accounts (the firm bears the platform cost for servicing those held‑away assets). Notable aspects of the firm include that it now accepts custody and serves as trustee for certain client relationships—arrangements that trigger an independent annual surprise examination under securities rules—and that it maintains an institutional relationship with a major custodian through which it receives certain economic benefits. The brochure also discloses that multiple advisory personnel hold professional credentials (CFP, CPA) and maintain insurance or tax/accounting businesses; those outside activities and disclosed customer dispute settlements are addressed in the firm’s compliance policies and client disclosures.
To learn more about the advisors currently working at Monon Wealth Management, 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 |
|---|---|---|
Carmel, IN
| 2
| |
Carmel, IN
| 30
| |
Carmel, IN
| 12
| |
Carmel, IN
| 24
| |
Carmel, IN
| 26
| |
Carmel, IN
| 29
| |
Carmel, IN
| 19
|
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