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March Business Spotlight: The Monteith Group

March 1, 2026

A group picture of The Monteith Group

Based in Coralville, The Monteith Group has grown into a nationwide financial services firm serving clients in 37 states. Founded in 2005 by Kishon and Johanna Monteith, the company has expanded to more than 200 team members as of 2025. What started as a local vision has evolved into a growing organization committed to helping families prepare for retirement and protect their financial future.

A COMMITMENT TO MEANINGFUL FINANCIAL CHANGE

While the firm has grown significantly over the years, its approach has become even more focused. The Monteith Group works to identify the root challenges that prevent families from building long-term financial stability. Rather than offering one-size-fits-all recommendations, the team prioritizes education, clarity and personalized strategies designed to reduce stress and create sustainable progress.

“It took me a few years to truly understand what creates meaningful change for our clients. Once we identified the real obstacles preventing families from saving for retirement and reducing financial stress, everything shifted. Since then, we’ve seen client satisfaction grow significantly,” says Kishon Monteith, President.

Today, that refined process continues to guide their work, helping families make informed decisions with greater confidence and a clearer path forward.

TAILORED STRATEGIES FOR EVERY STAGE OF LIFE

That client-centered philosophy comes to life through the strategies The Monteith Group provides every day. By partnering with more than 30 A-rated insurance carriers, the firm is able to offer a broad range of solutions designed to meet families wherever they are on their financial journey.

Their services include:

  • Lifetime retirement income strategies designed to provide dependable income throughout retirement
  • 401(k) and IRA rollover options that allow for market-linked growth with risk-management features
  • Debt pay-down acceleration strategies that may help families reduce debt faster without increasing monthly expenses
  • Mortgage protection solutions that can help pay off a mortgage in the event of death or provide income during sickness or injury
  • Income replacement protection designed to help families maintain financial stability if a primary income earner passes away

Their team works closely with clients to create personalized plans focused on stability, growth and peace of mind.

STAYING CONNECTED WITH SOUTH SLOPE

With a growing team and clients across the country, reliable internet connectivity is essential to The Monteith Group’s daily operations.

“South Slope Internet has played a vital role in keeping our operations running smoothly. Reliable connectivity allows us to meet with clients daily, process applications efficiently and securely transfer large files that are essential to our work,” says Johanna Monteith, Co-Founder and Head of Operations.

Strong, secure connectivity ensures their team can focus on serving families and delivering dependable financial guidance.

SPECIAL OFFER

With a growing team and clients across the country, reliable internet connectivity is essential to The Monteith Group’s daily operations.

Location: 2570 Holiday Rd. Ste. 150, Coralville, IA 52241

Phone: (866) 604-6409

Facebook: Monteith Group Financial & Insurance Services

LinkedIn: The Monteith Group