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 are equally comfortable working with individuals and businesses. Our satisfied clients include families and individuals who have a greater sense of security about their future, business owners who are more confident in their legacy, as well as non-profits who have strengthened their ability to deliver on their mission.
We have a breadth of knowledge in many areas of your financial reality and we are here to serve.

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.