Koon Financial Planning & Consulting
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Koon Financial Planning & Consulting is a dedicated advisory firm located in Greenwood, Indiana, specializing in personalized financial planning and investment management services. They focus on understanding the intentions behind clients' investment decisions, whether those purposes are well-defined or require in-depth conversation to uncover.
The firm offers a range of services, including financial planning, investment management, nonprofit and endowment management, socially responsible investing, and faith-based investing. Koon Financial Planning & Consulting serves clients in Indianapolis, Bloomington, and across the United States, inviting individuals to engage in meaningful conversations about their financial goals.
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