We are craftsmen of the financial world, and our passion is serving our clients.
Our mission is to guide our clients toward their goals by helming the financial aspects of their life journey, wherever they are headed. We provide seasoned financial guidance and investment management rooted in wisdom, good listening, and care. Focused perspective and eye-to- eye relationships are crucial to success, and we strive above all else to meet our clients at the level of their needs with integrity every step of the way.
Our journey began over 30 years ago with a vision.
While working for a large Wall Street investment firm, Michael Boone envisioned a new kind of wealth management firm—one where clients would be truly served, as opposed to corporations, big banks, or governments. This would be a firm without the conflicts of interest created by sales quotas and investment banking upsells. A place where personalized financial planning and mindful investment management would anchor an array of services.
That vision led to the founding of Boone Wealth Advisors, and those original core values remain our cornerstone. Boone Wealth is client-driven and client-focused. We work directly with you to craft a financial plan that navigates your current situation, your biggest dreams and all the waters that lie between. With the numbers safely accounted for, you’ll have the freedom to focus on the things in life that matter to you most.
Why the fox?
Agile and independent, the fox moves quickly to outsmart and outperform competitors. We are independent and proud of it.