Our Story

Founded with the vision of being the keystone in our clients' success, Keystone Advisory Group was inspired by the architectural keystone—a critical stone that holds the entire structure together. Since our inception, we have grown steadily from a small team of passionate strategists into a nationally recognized leader in business consulting and management solutions.

Over the years, we have continuously expanded our expertise and services. Key milestones include opening our San Francisco headquarters in 2010, launching our digital transformation consulting practice in 2016, and expanding our market research division in 2020.

At Keystone Advisory Group, we are deeply committed to delivering measurable impact for every client. Our strategic insights, combined with cutting-edge methodologies, ensure sustainable growth and lasting change.

2010: San Francisco Headquarters Established

Our journey began with the opening of our flagship office at 750 Pine Street, Suite 1200, establishing our presence in the heart of the Bay Area.

2016: Launch of Digital Transformation Consulting

Responding to evolving market needs, we pioneered a dedicated practice area to guide clients through complex digital evolution.

2020: Enhanced Market Research Capabilities

We expanded our analytical resources and expertise, empowering clients with deeper insights into shifting consumer behaviors and emerging trends.

Mission & Values

Our mission is to be a strategic partner who enables organizations to innovate and grow while fostering lasting partnerships built on trust and excellence.

Integrity icon representing honesty and strong ethics

Integrity

We uphold honesty, transparency, and ethical practices in every engagement.

Excellence icon representing high standards and quality

Excellence

Delivering superior results by leveraging expertise and innovation.

Collaboration icon representing teamwork and partnership

Collaboration

Fostering strong partnerships through open communication and shared goals.

Impact icon representing positive change and results

Impact

Driving meaningful and measurable outcomes that empower growth.

Leadership Team

Photo of Jane Smith, CEO of Keystone Advisory Group

Jane Smith

Chief Executive Officer

Photo of Michael Lee, Chief Strategy Officer

Michael Lee

Chief Strategy Officer

Photo of Sarah Johnson, Chief Financial Officer

Sarah Johnson

Chief Financial Officer

Key Milestones

2010

Opened our San Francisco headquarters at 750 Pine Street to establish a firm foundation.

2016

Introduced specialized digital transformation consulting services, helping clients innovate effectively.

2020

Expanded market research capabilities with new analytics tools driving insightful decision-making.

2023

Recognized as a Top Consulting Firm 2023 for excellence and client impact.