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Eldon F
CFP®, Series 66
Kennewick, WA
Monson Wealth Management, Inc.
Eldon Fielding Monson is the principal advisor at Monson Wealth Management, Inc. in Kennewick, WA. He holds the CFP® and Series 66 designations and has 25 years of industry experience. He has led Monson Wealth Management since its founding in 2014. Monson Wealth Management provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management and financial planning tailored to client-specific Investment Policy Statements. The firm’s investment approach emphasizes long-term trading based on modern portfolio theory and the efficient market hypothesis, using factor-aware strategies implemented primarily through pooled vehicles such as Dimensional Funds.
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