At Microsoft, you operate at the forefront of innovation – navigating equity compensation, complex tax scenarios, and concentrated wealth in a way few professionals ever experience.  Your financial life likely includes a mix of RSUs, stock options, deferred compensation arrangements, and significant exposure to a single company’s performance.  With over 20 years as Certified Financial Planners advising high-net-worth individuals, we specialize in helping executives like you turn that complexity into clarity – aligning your wealth with your long-term goals while minimizing unnecessary risk and tax drag.

Our approach is highly strategic and deeply personalized.  We build around the unique cadence of Microsoft compensation – planning for vesting schedules, tax elections, liquidity events, and diversification opportunities while considering your broader financial picture. Whether you’re optimizing charitable giving, planning for early retirement, or structuring a legacy for your family, every decision is made with a coordinated view across investments, taxes, and estate planning.  The goal is simple: Help you keep more of what you’ve earned and deploy it with purpose.

Boone Wealth Advisors currently serves over $600 million in brokerage and advisory assets (as of March 27, 2026). As an independent wealth management firm, we provide institutional-level insight with boutique-level attention.  You’ll have a disciplined partner who understands both the opportunities and blind spots that come with success at Microsoft.  If you’re looking for a more proactive, thoughtful approach to managing your wealth – one that evolves as your career and balance sheet grows – let’s start a conversation.