Finally, a Financial Advisor Who Truly Gets You
At Finomenon Investments, we help corporate professionals grow and protect their wealth — so you can secure your family’s future, create a legacy, and turn your aspirations into reality.
Trusted by Leaders from Top Fortune 500 Companies
Why The Right Financial Advisor Makes All the Difference
Planning for the future can feel overwhelming when juggling career demands, family goals, and financial complexities. A trusted financial advisor simplifies the process, offering personalized strategies to help you avoid costly mistakes, maximize growth, and focus on what truly matters.
Grow with Confidence:
Clients with advisors often achieve stronger, steadier financial growth over time.
Avoid Costly Mistakes:
Advisors help you navigate uncertainty, keeping emotions in check during market fluctuations.
Focus on What Matters:
Let an expert handle the complexities so you can prioritize milestones, family, and personal passions
Feel confident about your future with a trusted guide by your side.
Who We Are
Beyond Expectations:
Your Financial Partner
Our Trifecta of Client-Centric Focus
• Personalized Advice: Tailored strategies that align with your unique goals, risk tolerance, and financial timeline.
• Fee-Only Transparency: No commissions, no hidden agendas—our focus is solely on your best interest.
• Fiduciary Standards: As fiduciaries, we’re legally and ethically committed to always putting your interests first.
Driven by Values
• Client Obsession: Every decision centers around what matters most to you.
• Clarity in Communication: Complex concepts made simple, ensuring confidence in every financial choice.
• Disciplined Investing: Research-driven decisions that prioritize growth and stability over speculation.
• Long-Term Wealth Building: A focus on sustainable strategies that secure your future while growing your assets over time.
Empowering You with Technology and Insight
• World-Class Digital Tools: Our intuitive platforms simplify every aspect of your financial journey, from onboarding to real-time insights, making it easy for you to stay informed and confident.
• Data-Driven Strategies: Supported by trusted sources like Schwab and CFRA, every recommendation is grounded in solid evidence, ensuring your decisions are precise, informed, and aligned with your goals.
Our Mission:
“To Empower Financial Growth with Trust and Transparency.”
Our mission is to build a trusted advisory relationship with each client, serving as a personal CFO who advocates for their financial well-being. We prioritize transparency, ethical financial guidance, and tailored investment strategies to empower clients to achieve long-term wealth and financial security. Our purpose is to help clients make informed financial decisions, enabling their growth through discipline, patience, and carefully managed risk.
Meet Our Founder
Shabrish Menon
Founder & CEO
Shabrish Menon founded Finomenon Investments with a mission to make family office care accessible to highly valued employees of corporate America. Rooted in transparency and trust, his approach simplifies complex financial decisions with clarity, empowering clients to confidently grow and protect their wealth.
With degrees in Finance and Accounting from Delhi University and advanced studies at the Indian Institute of Management Bangalore (IIM-B), Shabrish combines rigorous academic training with hands-on expertise. In addition to leading Finomenon, he founded Panum Capital, a single family office focused on sustainable, long-term investments in Indian-owned businesses, reflecting his commitment to wealth-building strategies and managing his own portfolio.
For Shabrish, being a financial advisor is about building lasting partnerships based on trust. He believes every client deserves clear guidance, personalized strategies, and the confidence to focus on what truly matters—whether it’s creating a legacy, securing their family’s future, or achieving lifelong dreams.
15+ Years of Corporate Leadership:
Shaped key strategies and led high-impact teams in senior roles at American Express, Walmart, and Amazon, with a focus on delivering results.
Purpose-Driven Wealth Architect:
Committed to building enduring wealth rooted in discipline, patience, and deep conviction in long-term growth.
Passionate Community Leader:
Actively engaged as an advisor, fundraiser, and advocate, to drive lasting change in communities.
Your Family Office Ally:
Partnering with you and your family every step of the way in your financial journey.
Your Family Office Team:
Dedicated to Your Success
A team committed to personalized service and exceptional care.
Hunter Jackson
Hunter plays a pivotal role in keeping every financial plan on track. She is solution-oriented, client obsessed and focuses on building lasting relationships while delivering a personalized family office experience to each Client.
Let’s Build Your
Financial Future Together
CARE™ Framework
At Finomenon Investments, the CARE™ Framework isn’t just an onboarding process—it’s your personalized roadmap to financial clarity and success. Designed to simplify decision-making and align every action with your unique goals, it ensures that working with us is a seamless and empowering experience.
Consultation
We begin by asking a lot of questions and gather info. This deep dive is to understand your goals, risks and current financial profile.
Analysis
Once we gather all the info, we run a detailed analysis using tech + experience to outline potential outcomes in a well written plan.
Recommendations
We provide a detailed financial plan tailored to your unique goals and risk tolerance. This plan includes our feedback and recommendations.
Execution
We implement your plan and periodically review the progress. We measure and report through our annual service relationship.
OUR TENETS:
Client Obsession
at the Heart of Finomenon
Guided by these tenets, we provide the clarity, expertise, and personal care you need from a financial advisor dedicated to your success.
Client-Centric Transparency
We maintain a fee-only structure, eliminating hidden agendas or potential conflicts, and serve as true fiduciaries. Our clients trust us to act solely in their best interests first
Prudent Risk Management
We apply a disciplined approach to investment, advising clients to limit exposure on individual bets and diversify thoughtfully. We emphasize the importance of a margin of safety and long-term planning.
Commitment to Excellence
We uphold high standards and aim for accuracy in all financial analyses, reports, and strategies. Every report undergoes multiple levels of review to ensure precision and consistency before publishing—including all social media posts.
Long-Term Perspective
Inspired by investment legends like Warren Buffett, we encourage clients to adopt a patient, disciplined approach, avoiding short-term market noise and focusing on sustainable growth. We distinguish investments from pure speculation and avoid relying on forecasts.
Data-Driven Insights
We utilize data from reliable sources, including Schwab and CFRA, to guide our analyses, ensuring our strategies are grounded in empirical evidence. We clearly present our point of view through feedback and rigorously document it for clients to review.