Munn Wealth Management

Munn Wealth Management

Darren Munn began working with individual clients in 1998 before formalizing the practice as Munn Wealth Management in 2002. His brother David Munn, a CFP, now serves as President, with client-facing advisors Dan Acheson and Moe Moubarak — both CFP holders — rounding out the advisory team. The firm operates from a single office in Maumee, Ohio, a suburb of Toledo. Munn constructs client portfolios across equities, fixed income, alternatives, and cash equivalents, with an in-house investment committee — chaired by CIO Darren Munn — setting top-down allocation. The firm confirmed $200 million under management in 2024. Its service model spans retirement planning, tax-aware withdrawal strategies, and multi-generational wealth transfer, all delivered on a fee-basis that blends percentage-of-assets, hourly, retainer, and project-based billing. Geographic coverage concentrates on the Great Lakes region, particularly northwest Ohio and southeast Michigan. The internal roster counts 12 professionals, including four credentialed advisors, a director of client services, a director of account services, and an investment team anchored by Darren Munn. A ministry liaison role suggests a dedicated practice serving faith-based organizations and clergy. In common with many Midwestern wealth managers, the firm operates without additional offices or disclosed adjacent vehicles. September 2023: The firm maintained its $200M AUM figure with no announced structural changes (per the firm, 2024). Where many regionally focused RIAs default to a solo-advisor model, Munn formalized a committee-driven investment process with a dedicated CIO separate from the advisory president. That separation — investment decisions reside with the committee, client relationships with the advisors — means portfolio changes don't depend on a single relationship manager's judgment.