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.
CFA, Chartered Financial Analyst®
CFP, Certified Financial Planner®
RICP, Retirement Income Certified Professional®
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.
BlogView the Blog
January 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.