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Brian Walker

Advisor at Monetary Solutions, Ltd.

Updated today

Firm

Monetary Solutions, Ltd.

Location

Dayton, OH 45439

Credentials

CFP®, PFS™

Industry experience

11 years

About

Brian Walker is a CFP® and PFS™ with 11 years of industry experience. He is the sole advisor at Monetary Solutions, Ltd., where he has worked since 2015. Walker is also affiliated with the certified public accounting firm GoldShot, Lamb & Hobbs. Monetary Solutions, Ltd. provides investment advisory and asset management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm emphasizes strategic asset allocation and global diversification, implementing valuation-oriented, dynamic allocations primarily through no-load mutual funds and ETFs, with accounts managed on a discretionary basis.

Client services

Based on Monetary Solutions, Ltd.

Financial planning Portfolio management

Expertise

Based on Monetary Solutions, Ltd.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Monetary Solutions, Ltd.

Founder/Business Owner Retired

Fee options

Percentage

$0 - $250,000: 1.10% $250,001 - $500,000: 0.85% $500,001+: 0.60%

Project-based

$275 per hour, billed in quarter hour increments

Other

Account minimum: $13,600 Minimum fee: Minimum annual fee of $150, negotiable

Location

3066 Kettering Blvd

Dayton, OH 45439

Most active in

Ohio · Texas

Work history

Monetary Solutions Ltd

2025 - Present (1 year)

Monetary Solutions Ltd

2025 - Present (1 year)

Monetary Solutions Ltd

2015 - Present (11 years)

GoldShot Lamb & Hobbs

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David W

Series 65

Beavercreek Township, OH

Central Point Wealth Management LLC

General tax planning General retirement planning Wealth management
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Matthew W

CFP®, Series 63, Series 66

Centerville, OH

Wealth Accel

General retirement planning Income planning Tax-loss harvesting Private / alternative investments
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Ronald A

Series 65

Kettering, OH

Alban Investment Management, LLC

Charitable giving & philanthropy Options & derivatives strategies
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Elizabeth L

CFP®, Series 63, Series 65

Dayton, OH

EHMLI Investment Advisors LLC

General tax planning Retirement income strategy Income planning Long-term care insurance Retired Approaching retirement
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Premal P

Series 65

Bellbrook, OH

Greenrock Advisory LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities

Carrie C

CFP®, CRPC®

Bellbrook, OH

What About Us Financial

MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning General estate planning guidance Founder/Business Owner Divorced Women LGBTQIA Gen X (Born 1965-1980)
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