Monon Wealth Management

Monon Wealth Management

Share

Monon Wealth Management is a Registered Investment Advisor in Carmel, IN, which provides retirement planning and actively managed investment portfolios.

Monon Wealth Management began with the goal of building a simple and elegant wealth management practice that allows us to be indispensable to our affluent clients, while building a great quality of life for all stakeholders (clients, team members and strategic partners). Our objective is not to have the largest wealth management practice, measured by number of clients, employees or assets under ma

06/01/2026

Thank you to everyone who joined us for the first session of the Game Changers Workshop Series!

This week's topic, Creating Vivid Visions, sparked a great discussion led by Barry Garapedian of MAG7 Consulting and Darrick Hutchens of Monon Wealth Management.

One of the key takeaways: before you can build a plan, you need a vision. The clearer and more vivid your vision for the future, the more intentional your actions can become today.

For those who were unable to attend, a recording of the session will be shared soon.

In the meantime, we'd like to issue a challenge:
🎯 Create your own Vision Board by June 15th.

Think about where you want to go, what you want to achieve, and who you want to become. Put it on paper. Make it visual. Make it meaningful.
Whether your goals are academic, athletic, professional, financial, or personal, every great achievement starts with a vision.

We look forward to seeing what you create and continuing the conversation at our next Game Changers session!

05/26/2026

Reminder — the Game Changers Workshop Series begins this Thursday!

Real-world skills matter.

Confidence. Communication. Leadership. Discipline. Relationship-building.

MAG7 Consulting and Monon Wealth Management are excited to launch the Game Changers Workshop Series — an 8-session virtual workshop for young adults ages 14–30 designed to help participants build practical skills for life beyond the classroom.

Whether preparing for college, entering the workforce, or developing leadership and communication skills, each session is built to provide real-world tools that support personal and professional growth.

📅 Begins: Thursday, May 28th @ 5pm EST
đŸ’» Virtual Series
đŸ‘„ Ages 14–30
Register here: https://us02web.zoom.us/webinar/register/WN_ok6L5UVXSDa0fSRusL6IHg

We hope you’ll join us!

05/25/2026

This Memorial Day, we thankfully remember those who have fought, who are fighting, and who will continue to fight to preserve our liberty and the right of all people to live in freedom.

As we pause to give thanks on this holiday, let’s fly our flags a little more proudly and keep alive the spirit of American patriotism that is burning bright in us today.

At your barbecue or neighborhood party or just before a family dinner, take a second and read this poem to remind everyone what Memorial Day is really about.

05/21/2026

For business owners, one of the most meaningful mindset shifts often happens when the business evolves from being solely a source of income
 to becoming a tool for building long-term opportunity.

Healthy businesses are rarely built by focusing only on today.

They’re built with intention.

With a vision for where the business is going—not just what needs to get done this week.

Many owners have heard the phrase: Work on your business, not in your business.

At its core, the idea is simple:
Long-term value is often created through building systems, developing people, and creating an organization that can continue to thrive beyond any one individual.

That shift isn’t always easy.

What helps launch a business isn’t always what helps it grow, scale, or eventually transition successfully.

Whether the goal is expansion, continuity, or one day stepping away, building with the future in mind can create more options over time.

05/15/2026

Introducing the Game Changers Workshop Series

Real-world skills matter.

Confidence. Communication. Leadership. Discipline. Relationship-building.

MAG7 Consulting and Monon Wealth Management are excited to launch the Game Changers Workshop Series — an 8-session virtual workshop designed for young adults ages 14–30, kicking off 𝐌𝐚đČ 𝟐𝟖𝐭𝐡.

Each session focuses on practical skills that help young adults grow personally and professionally in ways rarely taught in school.

05/12/2026

Tuesday Trivia

Question: What does “diversification” generally refer to in investing?

a. Investing in only one industry
b. Moving entirely to cash during volatility
c. Spreading investments across different asset types and investments
d. Buying and selling investments frequently

Answer: c. Spreading investments across different asset types and investments. Diversification is a commonly used investment approach intended to help manage risk by spreading investments across different asset classes, sectors, or holdings. While diversification does not ensure a profit or protect against loss, it is often used as part of a long-term investment strategy.

05/10/2026

Today, we celebrate the mothers, grandmothers, and maternal figures whose guidance, sacrifice, patience, and support shape families across generations.

So much of what we value in planning—care, stewardship, preparation, and long-term thinking—often begins with the lessons we learn from them.

From all of us at Monon Wealth Management, we wish you a very happy Mother’s Day.

05/05/2026

In business, it’s easy to focus on metrics—growth, strategy, and results.

But there’s another measure that often matters just as much: the impact we have on the communities around us.

Business leaders have a unique opportunity to shape and strengthen the places where we live and work. Whether through investing in local talent, supporting community initiatives, or simply operating with intention, that influence can extend far beyond the balance sheet.

At its best, success creates more than outcomes—it creates opportunity, connection, and lasting value.

So it’s worth asking:
What mark is your business leaving in the community? Because the most meaningful legacies are rarely defined by numbers alone.

04/30/2026

A quick perspective during earnings season:

It’s easy to get caught up in headlines this time of year. But earnings season often requires a more thoughtful lens.

Here are three things we focus on:
1. The future matters more than the past.
While reported earnings draw attention, it’s forward guidance that often shapes expectations. Investing is ultimately about what lies ahead—not what has already occurred.
2. Not everything is as straightforward as it sounds.
Earnings calls can include a mix of data and messaging. The most valuable insights often come from reading beyond the headlines.
3. One company doesn’t define an entire industry.
It’s common to see broad conclusions drawn from a single report. A more complete picture tends to emerge only after a wider range of companies have reported.

Earnings season can feel noisy—but with the right perspective, it becomes far more informative.

If you come across headlines or company updates that raise questions, we’re always here to help provide context.

Teen Account Product Page 04/27/2026

As conversations around next-generation planning continue to grow, we wanted to share a resource that may be valuable for some families.

Schwab offers a Teen Account designed to help introduce younger investors to the fundamentals of saving and investing, with appropriate parental involvement.

While Monon Wealth Management does not open or directly manage these accounts, it can be a thoughtful way to begin building financial awareness, responsibility, and confidence at an early age.

You can learn more here:
https://www.schwab.com/teen-account

If this is something you’ve been considering, we’re always happy to provide perspective on how it may complement your broader family planning conversations.

Teen Account Product Page Open a joint brokerage account with your teen. Give teens safe investing access, real tools, and education to guide the next generation of investors.

Want your business to be the top-listed Accountant in Carmel?

Click here to claim your Sponsored Listing.

Location

Address


99 East Carmel Drive, Suite 160
Carmel, IN
46032

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm