Who We Are

We are craftsmen of the financial world, and our passion is serving our clients.

Our Mission

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 History

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.

Our Team

Founder

Michael W. Boone CFP®, CFA

Founder

Michael W. Boone CFP®, CFA

Michael is the owner and founder of Boone Wealth, LLC
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CEO/Wealth Advisor

Shawn Nelson CFP®

CEO / Wealth Advisor

Shawn Nelson CFP®

His primary areas of specialty include comprehensive fee-only financial planning, customized investment portfolio strategies, with a focus on creating more tax-efficiency for clients.
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controller

Elizabeth Boone FPQP ™

controller

Elizabeth Boone FPFQ ™

As Controller, Elizabeth’s primary role is to mange and oversee the day to day financial aspects of the firm.
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wealth advisor

Ryan J. Alderfer CFP®

Wealth Advisor

Ryan J. Alderfer CFP®

Ryan joined Boone Wealth Advisors, LLC in October of 2016. With over 10 years of experience in financial services, Ryan’s primary roles will include serving clients in the comprehensive...
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Associate wealth advisor

Sterling Monroe AWMA®

Associate Wealth Advisor

Sterling Monroe AWMA®

Advises clients in asset management, financial planning, life insurance, and is involved with investment research and trading.
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client services associate

Cathy Marincovich

Client Services Associate

Cathy Marincovich

Cathy is our receptionist and a client services associate here at Boone Wealth.
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Marketing associate

Cody Bruns

Marketing Associate

Cody Bruns

We are thrilled to welcome Cody back to the team. Cody began his career with MWBoone and Associates as an intern, and later a client services associate from 2013-2016. Cody is excited to be working...
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client services associate

George Pierce, Jr.

Client Services Associate

GeorgePierce, Jr.

George is the newest member to the team and will be helping facilitate daily activity within the office.
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Our Awards

“Five-Star Wealth Manager*”

2012, 2013, 2014, 2015, 2016 ~Seattle Magazine

“One of America’s Top 1,000 Advisors*”

2009, 2010, 2011, 2012 ~Barron’s Magazine

“NABCAP's Premier Advisor Award*”

2009, 2010, 2011, 2012 ~Seattle Met Magazine

“Top 100 Independent Financial Advisors in America*”

2010 ~Registered Representative Magazine

* Click here to view award disclosures

Need a guide for your journey?

Let's talk

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