Harmony Investment Management, LLC is a financial planning and wealth management firm based in Montecito, California, founded by financial planner Kimberly Malesky. The firm serves individuals, families, business owners, executives, and retirees locally and across the country, offering personalized, collaborative, and proactive guidance shaped by each client’s goals and priorities. Its services include investment strategy, retirement planning, generational and legacy planning, tax efficiency planning, and charitable giving.

Harmony brings these areas together in connected financial plans intended to help clients make informed decisions and pursue greater clarity and confidence throughout their financial lives and retirement. The firm emphasizes listening to each client’s story and providing long-term guidance grounded in investments, family priorities, and growth. Harmony also works with clients’ existing advisers and experienced tax and estate-planning professionals.

It does not provide tax or legal advice or draft legal documents. Investment advisory services are offered through CreativeOne Wealth, LLC, a registered investment adviser, and insurance services are also available through a licensed insurance professional