Bill Munn, Barron’s Top 1,200 Financial Advisors, 2024
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One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025. (3:43)
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The Munn & Associates team would like to congratulate Bill Munn on being named to the 2024 Barron’s Top 1,200 Financial Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
How can personalized advice help you reach your financial goals? Let’s start with a conversation.
Let's meet to discuss what's most important to you.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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