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
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.
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...
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...
As a Client Service Associate, Margaret will assist clients find solutions that best meet their needs and facilitate daily activities within the office.
