Monon Wealth Management, a local investment advisory firm headquartered in Carmel, IN, is dedicated to providing personalized wealth management solutions to its clients. With over 600 individual clients, Monon manages an impressive $277,572,000 in assets. The firm operates from three offices, strategically positioned to serve their clients efficiently. While employer funds form a significant portion of Monon's assets under management, comprising over 70%, the firm also offers expertise in managing 401K and individual accounts. With 89% of the assets managed being discretionary, Monon ensures a high degree of flexibility and custo...