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Get Started with Shone Wealth Management

About Us


Our
Mission

 

We provide executives, professionals, business owners, couples, families, retirees, and women of influence with uniquely personal, process-driven financial advice.

Simplify the complex world of personal finance. Feel peace of mind and confidence with trusted, fee-only financial planning services and investment advice. 

 

Mark Shone and team who provides fiduciary investment management advice.
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)
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OUR GUIDING MANTRA

Values that challenge us to do our very best for our clients:

Clients receive fiduciary, objective financial and investment advice and a team who acts as their financial advocate, putting their needs and best interests above everything else.
Clients benefit from an investment management process designed for wealth preservation and growth, with no conflicts of interest and no compensation from third parties such as Wall Street brokerage firms, mutual funds, or insurance companies.
Clients gain access to diverse and wide-ranging perspective, education, and communications on the financial marketplace and the topics that directly affect their financial well-being.

The Shone Story

Founded in 2005, Shone Wealth Management is a fee-only financial planning and investment management firm based in Walnut Creek, CA. We provide trusted, relationship-based financial services for executives, professionals, business owners, couples, families, retirees, and women of influence so they can maximize their full wealth potential. 

We take pride in providing financial and wealth management advice that is uniquely you. With comprehensive wealth management, cost-efficient portfolio construction, and ongoing collaboration, our clients are well-positioned to achieve their goals with confidence — and that’s exactly what you can expect when you partner with our team. 

As a fee-only firm, we put your best interests first, considering your personal financial goals, timeframe, and risk tolerance. It’s this personal attention and singular focus that helps our clients realize remarkable results. Our investment philosophy is based on four leading principles — asset allocation, asset ownership, rebalancing, and cost-effective and tax-efficient implementation — and designed to help you maximize your return while aligning with your individual investor profile. Our process-driven approach to rebalancing ensures that you, and your investments, are secure now and in the future.

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A BIT ABOUT COMPANY HISTORY

Get to Know Our Team

Mark Shone, CFP®, is the president and founder of Shone Wealth Management. An industry veteran of nearly 30 years, Mark Shone is responsible for all aspects of financial planning and asset management, working directly with clients of the firm. 

We take our responsibility as fiduciary advisors seriously. As a fee-only firm registered with the U.S. Securities and Exchange Commission (SEC), you can feel at ease knowing you are supported by a team that puts your best interests first and considers your personal financial goals, values, and priorities before making any recommendations on your behalf. 

Financial planning and investment management are just a piece of what we do every day. At our core, we uphold a strong commitment to making the communities where we live and work better places for all of us.  Learn more about how we support the community.

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Ready?

Let’s Talk About Your Story

Schedule a 15-minute consultation with our team and start building your wealth management plan.

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