We Are a Fee-only Financial Planning & Investment Management Firm

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. Our values are built from the Investment Advisers Act of 1940 “Fiduciary Rule”, which states:

“…to act in the best interest of the customer without regard or other interest of the…investment advisor providing the advice.” – Section 211(g)(1)

This guarantees a level of transparency that underscores our commitment 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 ~ 2017 Internship

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.