Your Retirement Planning Team in Kennewick

Monson Wealth Management — Built Around One Focus

We specialize exclusively in retirement planning for Hanford Site contractors and Tri-Cities nuclear industry professionals. This isn't one of our practice areas — it's the only thing we do.

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our story

As fiduciary advisors serving the Tri-Cities, we provide guidance rooted in trust, clarity, and a deep connection to this community. 

Whether you’re preparing for retirement, planning for your family’s legacy, or mapping out long-term goals, our role is to walk beside you with steady direction.

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25 Years of Community Navigation

Founded in 2000 by Eldon Monson, our firm is here to help Kennewick families chart a financial path they can feel confident about. 

For more than two decades, we’ve served generations of Tri-Cities families, including many Hanford employees, with a clear, plain-language approach that takes the guesswork out of planning.

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What We do

Your financial life is like a map with many routes.

As fiduciary advisors in Tri-Cities, we provide guidance across key areas of planning:

  • Retirement planning for individuals and couples preparing for the next chapter.
  • Estate and legacy strategies for families who want to pass wealth with purpose.
  • College savings plans to give children and grandchildren a strong start.
  • Investment management tailored to your goals and comfort level.
  • Cash flow and budgeting strategies that bring clarity to everyday finances.


Each service is a step along your journey, supported by a guide who knows the terrain.

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Eldon Monson, CFP® RICP®

I’m the Registered Investment Advisor and a Certified Financial Planner (CFP) at Monson Wealth Management, which I founded in 2000. I specialize in pension transition, investment model structuring, tax planning, and “retirement dreaming,” and I love meeting people and helping them see what’s possible for their financial future. Away from the office, I’m an avid tennis player, a proud dad of four, and not afraid to get a little misty at a Hallmark commercial.

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Tarina Cardenas

As Practice Manager at Monson Wealth Management, I keep things running smoothly and ensure clients feel supported every step of the way. I thrive on organization and enjoy building strong relationships with the families we serve. Outside of work, I treasure time with my husband, our three kids, and two beautiful grandbabies—and I’ll never pass up a chance to hit the road and go camping.

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Linn Hege Serven

I’m the Engagement Director at Monson Wealth Management, where I focus on marketing and assist families with estate planning through Wealth.com. With over three decades in the financial planning and investment industry, I love making complex issues simple and building lasting client relationships. Outside of work, I enjoy time with my husband, our six grandchildren, and our Blue Mountains cabin—and yes, I think Excel is a love language.

Be prepared

Helping You Navigate Life’s Transitions

We specialize in working with people in motion—those getting ready to retire, buying a home, starting a new job, or reevaluating their financial priorities. Our integrated approach means you can explore a mortgage, discuss income strategies, and review insurance coverage all in one meeting. And when you need to coordinate a move or transition to retirement, we’re ready with the resources and local insight to help.