19600 Fairchild Road,
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Holistic Financial Planning Requires Tax-Smart Awareness
If you're not considering taxes, you may be missing half the plan
Attracting and Retaining Key Executives is Our Specialty
Helping transfer business ownership is what we do
24/7 Experience in 401(k), 403(b), 457(b), 457(f) Plans
In 30 plus years, we've seen it all!
Financial Education - It's So Important, We Maintain an In-house Staff
Always customized and personalized
Comprehensive Financial Planning
It's as much about protecting your assets as it is growing them
Group Retirement Plans - More Than Funds, Fees and Fiduciaries!
We're in the weeds helping to relieve your workload
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.
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.
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, asset protection, benefits plans and more. The power is in the collective mindshare and it’s power you shouldn’t be without.
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.
Orange County Office:940 South Coast Dr., Suite 125Costa Mesa, CA 92626
Los Angeles Office:825 Colorado Blvd., Suite 201Los Angeles, CA 90041