If you’ve received this link, it means someone who cares about you and your family believes the services we offer at Boone Wealth Advisors could be helpful to you!

Boone Wealth Advisors is an independent, employee-owned wealth management practice in Bellevue, WA. We serve clients in a wide range of needs, including retirement planning, portfolio management, tax strategies, charitable giving, and assistance in navigating many of life’s financial decisions. We are honored that our clients put their trust in us, and it gives us great joy to help them make wise financial decisions in order to grow and flourish.

What makes us different? It’s right in our mission statement: Independent advice for financial independence. We are firm believers that the best financial advice is delivered independent of influence from banks, brokerages, or insurance companies.  Furthermore, as a team of CFP® [Certified Financial Planner] professionals, we serve our clients under the Fiduciary Standard.  In short, we strive to do nothing less than what is in the best interest of our clients!

We would love to have a conversation with you to hear your story, learn about your financial and investment needs, and help you make a plan for the future. We are looking forward to your phone call and connecting with you soon!

 – The Boone Wealth Advisor Team