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Our Firm

Local, Independent, Experienced

In an area like Paso Robles, everyone knows and cares about each other. We honor the small town values like integrity, trust, and accountability and grow as a community. We’ve seen our friends and neighbors start businesses, grow their families, and retire.

At Cone & Associates, we approach financial planning with this same personalized level of care. Whether you have lived in Paso Robles for decades, like Norm Cone, or moved here a few years back, we want to take care of you and your family. Our team is intimately involved in our community and works hard to make northern San Luis Obispo County the wonderful place to live that it is.

In the past, financial planning and investing has been something shrouded in mystery. Many consumers found themselves paying hidden fees, questioning their investments, and not knowing who to turn to with questions. This lack of transparency was commonplace.

At our firm, we’ve changed that. Our mission is to serve and educate you to the best of our ability, provide world-class service, and treat each and every client with the care and compassion they deserve. We take the responsibility of managing your hard-earned assets seriously and channel our industry experience and education to work for you. Contact us today to learn more.