Trusted Financial Planning in the Tri-Cities, WA

Serving Kennewick, Richland & Pasco with Personalized Financial Advice

Monson Wealth Management is proud to call the Tri-Cities home. For more than 25 years, we’ve helped families across Kennewick, Richland, and Pasco prepare for retirement and build long-term financial security. Living and working in this community gives us an edge—we understand the unique challenges faced by professionals in industries like nuclear energy, healthcare, agriculture, and small business ownership. Whether you’re nearing retirement or just looking for guidance from a fiduciary financial advisor in the Tri-Cities, our team is here to help.

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Comprehensive Wealth Management in the Heart of Tri-Cities

Financial planning should look at your entire picture, not just one piece. That’s why our services include retirement planning, investment management, estate planning, tax strategies, and more—all designed to work together. For Tri-Cities families, that means having one coordinated plan instead of juggling multiple advisors. At Monson Wealth Management, our goal is to give you clarity, confidence, and control over your financial future.

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Why Choose Monson Wealth in the Tri-Cities?

Choosing a financial planner is a big decision. With Monson Wealth, you’ll work with a fiduciary advisor who is legally obligated to put your best interests first. We’ve been in business since 2000, serving Tri-Cities families with a flat-fee approach—no sales commissions, no hidden costs, just transparent advice. Our clients appreciate both the personal attention and the professional expertise that comes with decades of experience in this community.

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Local Insight, Global Expertise

While our roots are firmly in the Tri-Cities, our perspective is global. We stay up to date on market trends, tax law changes, and retirement strategies so that your plan reflects both local knowledge and worldwide financial best practices. From helping Richland engineers manage pensions to guiding Kennewick families with college savings plans, Monson Wealth combines local accessibility with world-class expertise.

Contact Your Tri-Cities Financial Planner

Whether you live in Kennewick, Richland, Pasco, or the surrounding area, we’re here to help you take the next step toward financial independence. Monson Wealth Management offers complimentary consultations to review your current plan and show you how to align your finances with your future goals.