Monon Wealth Management

Monon Wealth Management is a wealth management firm based in Carmel, Indiana. The company is small, employing three people, and generates an annual revenue of $2.5 million. Monon Wealth Management specializes in providing tailored wealth management services to affluent clients. They aim to create a simple and elegant approach to wealth management, focusing on building deep and meaningful relationships with their clients to make a significant impact on their financial well-being. Rather than seeking to be the largest wealth management firm by client count, employees, or assets under management, Monon Wealth Management prioritizes serving a select group of ideal clients where they can truly make a difference. They emphasize building a high quality of life for all stakeholders, including clients, team members, and strategic partners. To learn more about Monon Wealth Management's services and how they can help you achieve your financial goals, visit their website at mononwealth.com.