About Us

Experience and partnership
you can count on

Focused

We keep our attention where it belongs: on your financial well-being and your future.

Collaborative

We’ll shape the vision together, then take care of the details so it works for you.

Diligent

Built on decades of
experience, we stay proactive
and focused on your goals.

Get to Know Our Founder, Mark Struthers

Trusted Expertise, Client-First Focus

I know what it’s like to feel uncertain about the future. Growing up with money anxiety pushed me to learn more, and now I help others build the confidence and direction I wish I had back then.

With 25 years in the financial services industry, I built my practice around one simple principle: always do what’s best for the client. As a fee-only fiduciary, my advice is independent, transparent, and always in your best interest.

I hold the CFA®, CFP®, and RMA® designations, and regularly share insights through MarketWatch and Bloomberg Wealth. But what matters most to me is helping you feel confident about your future and enjoy the retirement you’ve worked so hard for.

Beyond the Office:

I enjoy running, golf, pickleball, and staying active with my family.

We’re big NBA and NFL fans, cheering loudest for the Timberwolves and Vikings.

Our love for sports is only matched by how much we adore our dog, Pebbles.

Will Struthers

Will is an incoming Finance and Business student at the University of Wisconsin–Madison. He started his first business at age 12, demonstrating an early interest in entrepreneurship and problem-solving. A strong student and athlete at Chanhassen High School, Will brings analytical thinking, a strong work ethic, and a team-first approach to his role supporting marketing, content development, and business initiatives at Sona Wealth, while gaining exposure to financial planning and investing.

Ann Struthers

Ann has lived in the Twin Cities metro area her entire life. She graduated from St. Mary’s University with a degree in English and brings over 25 years of experience in client service and administrative support. At Sona Wealth, Ann provides administrative and operational support, helping manage scheduling, organize firm activities, and assist with marketing and content creation. Her background working closely with artists and helping families find the perfect gift has given her a strong eye for detail and creativity.

We Understand You

Applying our experience to your unique circumstances

Wherever you are in life, we’re here to help you move forward with purpose and peace of mind.

Prepping for Retirement

Already Retired

Navigating Career Complexities

Associations

CFA Institute
CFP
Fee Only Network
NAPFA
XYPN