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 wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, providing investment management, financial planning and retirement‑plan advisory services. The firm manages roughly $547 million across discretionary and non‑discretionary accounts and, in certain engagements, may accept trustee or custodial responsibilities. The firm builds customized portfolios using ETFs, institutional mutual funds, stocks and bonds, beginning with a risk‑tolerance questionnaire and mapping clients to model portfolios; its stated approach is primarily long‑term while also using fundamental, technical and charting analysis and making tactical trades for rebalancing, tax harvesting or changing market conditions. Monon also integrates unaffiliated independent managers and third‑party account‑access platforms to aggregate held‑away assets and provides ERISA fiduciary services to retirement plan sponsors. Noteworthy aspects in the brochure include that the Advisor now maintains “real custody” and may act as trustee for some client relationships, which triggers annual surprise examinations, and that the firm bears platform costs to service held‑away accounts while maintaining an institutional relationship with a major custodian. The advisory team includes multiple CFP® professionals, licensed insurance agents and a CPA who offer tax and insurance services in separate capacities, the firm discloses exposure to cryptocurrency ETFs and digital assets, and the brochure notes a small number of prior customer disputes resolved by private settlement.
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
| 1
| |
Carmel, IN
| 30
| |
Carmel, IN
| 12
| |
Carmel, IN
| 24
| |
Carmel, IN
| 26
| |
Carmel, IN
| 29
| |
Carmel, IN
| 19
|
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