Broker Check

YOUR COMPLETE FINANCIAL FUTURE BUILT WISELY.

At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is important to individuals and organizations and forges a path to help maximize all aspects of their financial future.

<strong>WHO WE ARE. WHO WE SERVE.</strong>

WHO WE ARE. WHO WE SERVE.

In a few words, we are a down-to-earth, uber-pragmatic, financial solutions group who never stops adding value to our clients. From retirement and investment planning services to business succession planning, estates and endowments, we work primarily with businesses including leadership, key executives and employees, individuals and family estates with extensive experience in non-profits. Our difference is clear and relevant. We have core knowledge, not just some, but in many areas of your financial reality and we are here to serve.

<strong>THE WAY WE COME TOGETHER IS WHAT SETS US APART.</strong>

THE WAY WE COME TOGETHER IS WHAT SETS US APART.

Core to our service model is our Lifecycle Advisory Team. With more than 150 years of collective, diverse experience, each specialist brings a specific set of skills to the table. The upside comes in open client collaboration and cross-linking of strategies with each of our members contributing their knowledge to your integrated financial picture. Without cross-linking, tax and wealth strategies cannot be optimized, nor can legal positions, protection, benefits plans and more. The power is in the collective mindshare and it’s power you shouldn’t be without.

<strong>WHAT WE BELIEVE</strong>

WHAT WE BELIEVE

Socially responsible investing and Environmental, Social and Corporate Governance (ESG) evaluation criteria may be the current “buzzwords”, but at StoneKimbro we’ve always believed that one’s principles need not be sacrificed for investment returns. Today we are fortunate to have access to a wealth of data to evaluate investments for a variety of societal impacts that transcend financial statements. We are passionate about helping our clients work towards their investment goals, whether they are financial or from the heart. 

<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Whether or not you’re currently a client of StoneKimbro, consider us available and here to serve. Finances run through our veins and we love to talk shop, so feel free to call us anytime with any questions. If we have the answer, we’ll share it and in the rare event we don’t, we will direct you to someone in our network who can.

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<em><strong>YOU HAVE QUESTIONS, <br /></strong></em> <em><strong>WE HAVE ANSWERS.</strong></em>&#160;

YOU HAVE QUESTIONS,
WE HAVE ANSWERS. 

Los Angeles Office:
825 Colorado Blvd., Suite 201
Los Angeles, CA 90041

<em><strong><br />877.505.7177</strong></em>


877.505.7177

Orange County Office:
19600 Fairchild Rd., Suite 250
Irvine, CA 92612