Indianapolis, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Monon Wealth Management
Team
Firm-wide stats for Monon Wealth Management
About
Monon Wealth Management is a mid‑sized SEC‑registered advisory team of seven advisors that manages roughly $547 million for about 505 clients, serving individuals (including high‑net‑worth clients), trusts, estates, businesses and employer retirement plans. The firm offers comprehensive wealth management—combining investment management, financial planning, retirement plan advisory and related consulting—and may refer clients to tax, accounting or insurance professionals for implementation.
The firm’s process typically begins with a risk‑tolerance questionnaire and placement into model portfolios composed of ETFs, institutional mutual funds, stocks and bonds, with a generally long‑term orientation while allowing shorter‑term trading for rebalancing or tactical needs. Monon also uses independent managers and third‑party access platforms, manages accounts on both discretionary and non‑discretionary bases, and may retain legacy holdings or select share classes for custodial or tax reasons.
Distinctive items disclosed in the brochure include operating under two practice names and, under certain engagements, serving as trustee or maintaining custody of client assets—arrangements that subject those accounts to an independent annual surprise examination. The firm also discloses that it absorbs costs for some third‑party platforms used to service held‑away assets, offers exposure to cryptocurrency ETFs and digital assets, and that several advisors have outside business activities (insurance licenses and affiliated tax/accounting practices); the brochure also notes past customer disputes that were settled privately.
Based on Monon Wealth Management
Expertise
Based on Monon Wealth Management
Location
8888 Keystone Crossing, Suite 830
Indianapolis IN 46240
Advisors at this office
5
Advisors at this office
Jordan D
CFP®, Series 63, Series 66
Indianapolis, IN
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 H
CFP®, Series 63, Series 65
Indianapolis, IN
Monon Wealth Management
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 W
CFP®, Series 63, Series 66
Indianapolis, IN
Monon Wealth Management
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.
Hunter B
Series 65, Series 66
Indianapolis, IN
Monon Wealth Management
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 K
Series 63, Series 65
Indianapolis, IN
Monon Wealth Management
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.
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