Monon Wealth Management

Jordan Davan is a CFP® professional with 12 years of industry experience. He has worked at Charles Schwab & Co., Inc. for 12 years before joining Monon Wealth Management, where he is part of a seven-advisor team. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing wealth management, investment management, financial planning, and retirement-plan advisory services. The firm utilizes model portfolios aligned with client risk tolerance and combines fundamental, technical, and charting analysis while maintaining flexibility for portfolio adjustments.

John Hutchens is a financial advisor with Monon Wealth Management in Carmel, Indiana, holding a CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Hutchens is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a risk-tolerance questionnaire to map clients to model portfolios and employs a combination of fundamental, technical, and charting analysis in its investment approach.

Stephanie Wilson is a CFP® professional with 19 years of industry experience, currently serving at Monon Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments, Hutchens & Kramer Investment Management Group, and Wells Fargo Advisors Financial Network. She is also a licensed insurance agent and an Indiana notary public, providing insurance services and notary services to clients. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a risk-tolerance questionnaire to map clients to model portfolios, combining fundamental, technical, and charting analysis with internal due diligence and oversight of unaffiliated independent managers.

Clinton Bucher is a financial advisor at Monon Wealth Management in Carmel, IN, holding a Series 63 designation with 30 years of industry experience. His work history includes positions at Hutchens & Kramer Investment Management Group, Kestra Financial Services, and Legacy Advisors LLC, where he also provides tax and accounting services. Outside of advising, he serves as treasurer and investor for Frye Fabrication, Inc., a business owned by his son-in-law. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $452 million in assets. The firm uses risk-tolerance questionnaires to map clients to model portfolios, combining fundamental, technical, and charting analysis with internal due diligence and oversight of independent managers.

Hunter Bartholomew is a financial advisor at Monon Wealth Management with one year of industry experience. He holds Series 65 and Series 66 licenses. Prior to his financial advisory role, he worked at Kleenit Commercial Cleaning and attended the College of the Holy Cross. Monon Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $452 million in client assets and uses a risk-tolerance questionnaire to map clients to model portfolios, employing a mix of ETFs, mutual funds, stocks, and bonds with flexibility for shorter-term adjustments.

Raymond Kramer is a financial advisor at Monon Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he occasionally sells life insurance and fixed/indexed annuities. Monon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $452 million in assets. The firm employs a long-term investment approach utilizing model portfolios based on risk tolerance and integrates fundamental, technical, and charting analysis.

Mark Rhodes is a financial advisor at Monon Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hutchens & Kramer Investment Management Group, Rhodes Knisley Williams LLP, and Intrepid Financial Planning. In addition to his advisory role, Rhodes is a partner at Rhodes Knisley Williams LLP, where he provides income tax preparation, accounting, and tax planning services. Monon Wealth Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $452 million in assets and employs a model portfolio approach that incorporates fundamental, technical, and charting analysis, with flexibility for portfolio adjustments and use of independent managers under ongoing oversight.