I'm dedicated to being happy in my retirement.

About Us

President, Financial Consultant . Phone : 919 802 8428.

Sachin Menon is the President/Founder of Menon Wealth Management and has fifteen years of industry experience. Prior to founding Menon Wealth Management, Mr.Menon was a Fixed Income Trader and Investment Advisor at a Regional Broker/Dealer in Memphis,TN. At the contra firm , Mr.Menon specialized in trading corporate and government agency securities and providing investment advice to retail and institutional clientele. Mr.Menon received his Masters in Business Administration from The University of Memphis and is a registered securities principal with LPL Financial. 

Mr Menon started Menon Wealth Management with the idea of  providing timely and efficient tax advantaged investment opportunities to its existing and potential clients. Our client roster includes well known physicians, lawyers, accountants and entrepreneurs from all over the nation. We believe in getting to know our clients and offering services that are suitable for his/her unique situation. Please contact us, should you have any questions or if we can help improve your financial situation.

At Menon Wealth Management LLC , we're committed to helping our clients with their unique financial needs. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. 

We understand that financial planning for your future is scary and uncertain, especially in today's economy. But, be confident that we've helped clients with all types of backgrounds pursue their financial dreams. We want to help make that dream become a reality for you and your family too.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

 ​LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AL, FL, GA, IL, OH, LA, NC, PA, SC, VA, MS, TN, TX.

Call and set up an appointment today!

Let's get started on that road to the pursuit of financial happiness!!!

Menon Wealth Management LLC is dedicated to helping you pursue all of your future hopes and dreams with ease and comfort.


The most important thing is to define your goals

Retiring comfortably to me includes the ability to travel. A lot.


You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you pursue the financial security you'll need when it's time.

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                                    SACHIN MENON,  MBA : Independent  Financial Advisor​