A fee-only advisory firm, we concentrate on the intentions of your personal investment decisions. For some of you, the purpose is already well defined. For others, it takes a lot of conversation to determine the how and why of your goals. From asset accumulation to wealth distribution, financial planning should be part of every stage of your life.
The best time to begin planning is now. We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States.
The best time to begin planning is now. We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States.
Services
Founded by Walter L. Koon Jr. in 2002, Koon Financial is a fee-only investment advisory firm with offices in Greenwood and Bloomington, Indiana. We provide personalized financial planning and investment management services to individuals and non-profit foundations. Our more than 50 years of experience in financial services includes working with endowments, not-for-profits, high net worth individuals and families.
Whether you are in retirement, close to retirement, or beginning your career, we will develop a unique plan that fits your situation. Optimizing your cash flow plays an important role in your financial life. Together, we can create a strategy to address debt reduction, increasing savings, or just putting together a realistic budget.
Every investment portfolio is uniquely designed for each client. Our philosophy is to have a diversified portfolio that focuses on being in the correct asset class over the long term. We constantly monitor global economic conditions and reacts appropriately within each portfolio. We customize each portfolio with a mix of ETF's (Exchange Traded Funds) and Mutual Funds (actively managed and passive).
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