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.
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.
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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