FIRM HISTORY
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.
Certifications
CFA, Chartered Financial Analyst®
CFP, Certified Financial Planner®
RICP, Retirement Income Certified Professional®
OUR ADVISORS
As fiduciaries, we hold ourselves to the highest standard of transparency and trust. Our client-first approach is built on trust because we take no commissions, have no products to sell, and have no conflicts of interest. Our goal is to provide you and your family with clear guidance and peace of mind, so you can focus the purpose in your life.
Our Commitment to Communication
- Constant and clear communication is our focus.
- We have non minimum quarterly meetings with you, and stand ready and able to meet with you whenever and wherever at your convenience.
- Educating you on all investment decisions is a priority, and no changes to the portfolio are made without client consent.
COMMUNITY SUPPORT
We believe in supporting the communities in which we serve. We express this commitment through our services to various boards and community-based groups as well as sharing our knowledge and experience through educational forums.
Blog
View the BlogJanuary 2023 Market Commentary
By Evan Fruits, CFP® and Walter Koon, CFA® CFP® RICP® | 1.24.23
2021 Fourth Quarter Market Commentary
By Evan Fruits, Certified Financial Planner® | 1.12.22
2021 Third Quarter Market Commentary
By Evan Fruits, Certified Financial Planner® l Koon Financial | 10.13.21
Post Election and COVID-19 Virus: Update 5
By Walter Koon, , CFA® CFP® and Evan Fruits | 11.19.20
COVID-19: Market Update May 26
By Walter Koon, , CFA® CFP® and Evan Fruits | 5.28.20
Market Commentary - March 2020
By Walter Koon, , CFA® CFP® and Evan Fruits | 3.26.20
We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States.
You are invited to begin a conversation.