We Are a Bay Area Investment & Financial Services Company

At Shone Asset Management, we work to help you achieve financial well-being.  From our headquarters in Walnut Creek, we provide fee-only financial planning, investment advice and wealth management services. Fee-only means our compensation comes only from the clients we serve, and not from third party sources. This guarantees a level of transparency that underscores our charge to put you first: Your goals and dreams drive all that we do.

MEET OUR TEAM

Mark Shone, CFP®

President

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Gail Markham

Director of Client Service

Richard Gross, CFP®, CMFC®, MBA

Vice President, Wealth Management

Griffin Sheehy

Financial Associate

Griffin Daniel Sheehy

What’s New At Shone Asset Management This Summer ~ 2016 Internship

Matt De Garmo

2016 Summer Intern

Kyle Shone

2016 Summer Intern

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Mission Statements

~ Provide clients with objective financial and investment advice and act as their financial advocate.
~ Utilize an investment management process designed for wealth preservation and growth.
~ Offer and communicate perspective and expertise on the financial marketplace.