Your Story. Your Plan. Your Financial Harmony.

Our Purpose

Many people don’t need more information. They need a steady partner who can guide them.

We'll help you:

• Connect the dots across investments, retirement, tax efficiency, and legacy goals
• Understand tradeoffs and make informed decisions
• Adjust confidently as life (and markets) change
  

A Note From the Founder

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 to your financial situation. My experience tells me that most people seek someone to guide them and their families on the different ways to invest. I help you make informed decisions.

Bringing Harmony to Your Finances

Kimberly Malesky, CFP®†, CDFA®, MBA, is the founder of Harmony Investment Management, LLC, a Santa Barbara–based wealth management firm she founded in 2020. With nearly two decades of experience as a financial planner, Kimberly studied Business Finance with an emphasis in Financial Services to teach herself and be self-reliant — and she fell in love with the field because it couples her math skills with her gift of gab. She loves supporting people through a topic that can feel deeply vulnerable, in a space that is completely shame-free.

Integrity is everything to her. When she saw her grandmother's bank kept refinancing her home, she was appalled — and that experience continues to shape how she shows up for every client.

Her philosophy is simple: finance isn't taught in schools, so you're not supposed to be the expert. You are the CEO — Kimberly is happy to take on the role of your CFO and support you and your family.

Kimberly works with clients across California and the West Coast, primarily those approaching or already in retirement who want to properly steward what they've worked their whole lives for and delegate the day-to-day of managing their investments — so they can spend their free time with family, friends, and the things they love. She has a particular focus on serving business owners and single women navigating divorce, a niche directly supported by her CDFA® (Certified Divorce Financial Analyst) designation.

Outside of work, Kimberly grew up in Southern California playing sports and competed in triathlons, marathons, and Half-Ironmans through her 20s. She settled down in her 30s and is now in her 40s — married, with two bonus sons (22 and 18), and officially an empty nester. She lives by the beach, loves spending time with family and friends, and rollerskates.

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 to your financial situation. My experience tells me that most people seek someone to guide them and their families on the different ways to invest. I help you make informed decisions.

Your finances don’t exist in separate boxes. That’s why we take a holistic approach—helping you manage investments while staying mindful of the bigger picture and the people you’re planning for. 

When appropriate, we coordinate with your attorney and tax preparer* so your strategy is aligned across the decisions that matter most. 

You remain in control and make the final decisions. Our role is to provide clarity, recommendations, and informed guidance based on your goals and the economic landscape—so decisions feel steady, not stressful. 

Start with a Conversation

Tailored Planning

Ongoing Support

Harmony works with individuals and families who value:

It’s time to find financial harmony

Book your conversation today to begin crafting a financial strategy designed to deliver the harmony and confidence you deserve in retirement.