Boone Wealth Advisors, LLC

Boone Wealth Advisors, LLC A financial advisor owned by its employees and their families rather than a bank, insurance company

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Boone Wealth Advisors, LLC., a registered investment advisor and separate entity from LPL Financial. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial p

rofessionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Eleven years ago today, Michael Boone was in New Haven, Connecticut, attending executive finance classes at the Yale Sch...
06/25/2026

Eleven years ago today, Michael Boone was in New Haven, Connecticut, attending executive finance classes at the Yale School of Management — including a finance-geek highlight: meeting with Nobel Prize winner Dr. Robert Shiller.

Happy Father's Day from your Boone Wealth Advisors.
06/21/2026

Happy Father's Day from your Boone Wealth Advisors.






Financial freedom is a journey, and with responsible investing and planning, you can reach your goals while staying true...
06/19/2026

Financial freedom is a journey, and with responsible investing and planning, you can reach your goals while staying true to your values. Ready to start your path to financial independence? Call us today!



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06/16/2026

In 2022, incomes for the bottom 80 percent of earners were slightly lower after taxes and transfers compared to 2020 and 2021, driven by expiring pandemic-era policies.

Learn more: https://hubs.ly/Q04lg8qS0

Today marks a meaningful milestone for Boone Wealth Advisors as we celebrate the anniversary of Shawn Nelson earning the...
06/16/2026

Today marks a meaningful milestone for Boone Wealth Advisors as we celebrate the anniversary of Shawn Nelson earning the CERTIFIED FINANCIAL PLANNER™ certification on June 16, 2009.
For years, that commitment has represented a dedication to professionalism, continuing education, and helping clients navigate life’s financial decisions with care and clarity. We’re grateful for the trust our clients place in us and honored to continue serving families and individuals through every season of life.
Thank you for being part of the journey.




























This post is for informational purposes only and should not be considered financial, tax, or legal advice. CFP® certification is granted by the Certified Financial Planner Board of Standards, Inc. and does not guarantee future investment success or performance.

You've worked hard to read the top - now it's about what that success can help you experience.At Boone Wealth Advisors, ...
06/14/2026

You've worked hard to read the top - now it's about what that success can help you experience.

At Boone Wealth Advisors, we work with high-achieveing individuals who want to turn professional success into meaningful personal freedom - whether that means more time with family, seeing the world, or simply living life on your won terms.

Our role is to help you align your financial strategy with your vision, so your wealth supports the life you'e earned.

Where will your next chapter take you?

06/12/2026

Time is your most valuable asset.

Let us handle your financial planning while you focus on the moments that matter—whether it’s boating, family, or simply enjoying life.

Your goals. Your life. Our guidance.
Boonewealth.com












06/12/2026

Annuities and Estate Planning Services

How much of your income would you like to protect in retirement?
We can help you consider ways and solutions that can offer protection of your retirement income in the same way that you protect your home and autos with appropriate coverage.

What legacy do you want to leave?
We have many tools to assist in finding the best solutions to leave your mark on your family, friends, and organizations that mean the most to you. Additionally, we will happily coordinate with your attorney and accountant to create thoughtful, efficient ways to manage your estate after your death.

These are the types of thing we often don't think about but still need to plan for. Call us today so we can help you when you are making these very important decisions.










When it comes to Financial Freedom, we don’t believe in quick fixes. Our strategy focuses on building a foundation that ...
06/11/2026

When it comes to Financial Freedom, we don’t believe in quick fixes. Our strategy focuses on building a foundation that will last, helping you achieve freedom through careful, thoughtful financial planning.








Grateful to be recognized by Barron’s as a Top Financial Advisor.While recognition is meaningful, our focus remains on w...
06/08/2026

Grateful to be recognized by Barron’s as a Top Financial Advisor.

While recognition is meaningful, our focus remains on what matters most—serving our clients with integrity, clarity, and long-term perspective.
Barron’s rankings are based on factors such as assets, revenue, experience, and quality of practice—not investment performance.

Disclosure: This ranking is not indicative of future results and should not be construed as an endorsement or guarantee of client experience.
























Address

108th Avenue NE, Suite 1840
Bellevue, WA
98004

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+14254626406

Website

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