A practical, process-driven approach to wealth management
We created Monon Wealth Management with a simple goal: to deliver the level of financial advisory and investment management services we would want for our own families and close friends. As experienced financial advisors, we’ve worked with thousands of clients and observed how other investment advisors operated their businesses.
Schedule a Discovery Meeting, so we can learn more about each other.
“Thank you for all the good work you did and are doing. It feels good to be getting everything in order! ”
- D.E. -
“We appreciate all you do to keep on top of everything!”
- G.S. -
“Thank you again for the review of our plan moving forward and the succinct important guideposts to follow to protect our retirement and financial future!”
- J.H. -
What makes us different
Our unique wealth management formula, for one.
Find out how this simple formula becomes remarkably powerful
when we work together.
We created a firm that combined proven processes and our knowledge of economics with extraordinary attention to personal service. We set out to be the ideal choice for a select group of individuals who would appreciate a structured approach built upon their unique goals. That way, we could get know our clients well and have a meaningful impact upon their lives.
We prosper only when you do
As a fee-only firm, we’ve created an approach that rewards us for just one thing: helping your investment portfolio grow in every market environment. Are we the right choice for your family’s financial needs? We invite you to learn more about our approach and attitudes, and then schedule a Discovery Meeting where we can learn more about each other.