About Monson Wealth Management
We have a history in the community and have been helping people fund their retirement since 2000. We are more than just an asset management firm, we are your ongoing financial guide.
When you’re feeling overwhelmed by decisions about the best path forward you need an advisor you can trust. We are here to help you make the most of your retirement and have confidence in your family’s future.
Eldon Monson, CFP® RICP®
Investment Advisor Representative/ Owner
As the Co-Founder and Lead Advisor, Eldon is passionate about helping others reach their goals and prides himself on his ability to quickly understand his clients’ unique situations. Also, he is a life-long learner…his nightstand is piled high with books on business, investing, and basketball.
Attention to detail and protocol are strengths Carrie utilized in her 21-year Air Force career and she brings them to us. As our in-house auditor, she makes sure all orders are processed correctly, timely, and efficiently. She is an exceptional writer and leads on all published media and reports.
Tarina has over 20 years of scheduling and front office administrative work under her belt. She loves clients, loves talking on the phone and is excited to make you feel warm and welcomed when you walk into our offices. In addition to answering phones she helps keep the office running smoothly and helps clients with their various transactional needs.
Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.