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About Us
We want to partner with you in seeing your wealth grow. Our philosophy is to work towards giving the best financial advice tailored to you. There is a reason we’ve been around for so long – we know what we are doing and we love doing it with integrity.

Our journey began over 40 years ago with a vision

1980s

  • 1985 Michael W. Boone first obtained his securities and insurance licenses.
  • 1988 Mike opened the first MWBoone and Associates office in Prosser, WA out of his apartment.
  • 1989 The first office in Bellevue, WA is opened.

1990s

  • 1991 Mike obtained his Certified Financial Planner (CFP®) designation.
  • The firm grows with the additions of Elizabeth Boone and Cathy Marincovich.
  • 1997 MWBoone and Associates joins LPL Financial.

2000s

  • 2000 The firm continues to grow with Shawn Nelson joining.
  • 2002 Michael Boone is featured in the Puget Sound Business Journal for “Top 40 Under the Age of 40 Community Leaders.”
  • 2006 The office moved to the 22nd floor of the Symetra building in Bellevue, WA

2010s

  • 2015 MWBoone and Associates becomes Boone Wealth Advisors, LLC.
  • Shawn Nelson becomes CEO.
  • Sterling Monroe and Ryan Alderfer join the BWA team in 2011 and 2016, respectively.

2020s

  • Our operations team grows with the additions of Julia LaRue and Amy Avella.
  • 2024 We moved across the street into the Bellevue City Center building on the 18th floor.
    Our Services

    Comprehensive Financial Services Tailored to Your Unique Goals

    Investment Management

    Wealth is neither created overnight nor preserved by accident. We manage each of our client’s assets with their specific goals and situation in mind.

    Independent Financial Planning

    Independent advice from an on-staff CERTIFIED FINANCIAL PLANNER™ professional regarding your Retirement, Estate Planning, Tax Planning, Investments, College and Insurance Planning.

    Risk Management

    An essential part of financial planning, insurance can help replace income that would be lost upon your death or disability.

    Our Philosophy

    The Strength Of Independence

    We believe that good financial advice comes from independent advice. We provide our clients with tangible strategies that are tailored to their unique needs. Our clients are free to choose any or all of our services, with no hidden requirements.

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    Why We Are Different
    Unwavering Integrity and Client-Centered Approach
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    It’s Your Money, We Are Your Guides 

    As an independent registered investment advisor, we have the freedom and motivation to make recommendations that best fit you and your financial goals. We are owned by employees and their families rather than a bank, insurance company or an investment/ broker dealer. This simply means that our advice is free from outside influence that does not directly benefit you and your family.

    Your success
    is our
    priority

    We strive to provide the highest level of care for our clients. From the personal attention we give each client to our ongoing education as advisors and guides, client satisfaction is our paramount interest. We don’t see ourselves as just a wealth advisor, but instead see our client relationships as partnerships in which we work together to help you pursue your financial goals.

    It’s Your Financial Confidence

    We understand that it takes a lot of energy to balance everyday responsibilities. When you let us handle the financial aspects of your life, we strive to give you the kind of contentment that comes from journeying with an experienced, compassionate firm focused on doing the right thing for you. Let us guide your financial well-being, while you plan your next adventure.

    Latest Insights
    Guiding You Toward Informed Financial Decisions.
    Economic Navigator | Show Me the Money. We’ll Deflate It Later | August 12, 2026
    LPL Research explains why resilient economic growth, easing inflation, and strong business investment …
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    Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026
    LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth suppo…
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    Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026
    LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compel…
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    Client Testimonials

    Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.

    Bryan S.

    I have been a client of Boone Wealth Advisors for 25 years and can confidently say they have transformed my financial life. From my first meeting with Michael Boone, he took the time to understand my goals, risk tolerance, and personal circumstances. Their recommendations are always clear, well-reasoned, and tailored to my priorities.

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    Mary M.

    The service and care at Boone Wealth Advisors far exceeds all my expectations. They manage my funds as if they were their own. I highly recommend them!

    Cindy T.
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