About Us

I start by listening. Everyone has a story and I look forward to hearing yours. That’s where we start. Having spent the time to understand, I will help you and your family begin a personalized program tailored for your financial situation. My experience tells me that most people seek someone to educate them and their families on the different ways to invest. I help you make informed decisions.

- Kimberly Malesky

Frequently Asked Questions

Who are you?

Kimberly has 17 years’ experience as a financial planner and managed North of $250 Million AUM, founded Harmony in 2020. Harmony was founded by Kimberly Malesky to provide a solution for families who wish to prioritize their finances, while working with a Professional. While YOU are in charge and make final decisions, Harmony is here to support you by providing education and recommendations based on your needs, goals and the economic landscape.

What do you do?

Harmony provides professional investment management and on-going financial planning. Experience has led Harmony to lead with a family approach given clients’ number one priority- family. We take a holistic approach to helping you manage your investments and are proactive in collaborating and working with your attorney and tax preparer.

When should I start this process?

Today. Delaying the process is ill-advised given how dynamic individual lives are, the stock market is and the importance of making timely, informed decisions. Investing is a long-term process and the sooner you begin, the sooner you will reap the benefits by staying on a program fit specifically for you.

Where are you located?

Harmony Investment Management, LLC was founded in Santa Barbara, CA. With technological advancements, coupled with the Covid-19 Pandemic, video conferencing and phone meetings transcend geographic barriers. Kimberly has worked with clients as far West as Hawaii and East as Florida, therefore proximity is not necessarily a hurdle in today’s environment.

Why should I call Harmony? 

Simply put, because you and your family deserve a harmonious relationship with your finances. You worked too hard your entire life to accumulate your assets. It would be a shame to miss out on a good understanding of your investment goals and ensure to focus on all considerations including preservation, generational planning, or growth. On-going investment management and financial planning are crucial to optimizing your goals. Understand your objectives, then a plan tailored to your objectives.

How do I begin? 

We start with a conversation. That simple.

Can I see more about you?

Can I see documents from CreativeOne Wealth?