MWBoone & Associates

Specialties

Professional Investment Management Hand-​crafted portfolios are analyzed and tracked to match your goals and risk tolerance. We are pleased to offer: Access to thousands of stocks, bonds, mutual funds, money managers, and alternative investments. Non-​commissioned services through our powerful relationship with LPL Financial, the nation’s largest independent Broker/​Dealer.* Personal Financial Planning Professional, unbiased, no-​strings-​attached financial advice by a CFP®*. As reported by Financial Planning magazine, June 1996 – 2014, based on total revenue Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member Finra/​Sipc. Financial planning offered through MWBoone and Associates, LLC a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL as to accuracy or completeness. For a list of states in which we are registered to do business, please visit our website.

History

Established in 1985.

Over 20 years ago, while working for a large Wall Street investment firm, Michael W. Boone began envisioning a new kind of Wealth Management firm — one without the conflicts of interest that come from investment banking departments and sales quotas. A place where non-​commissioned financial planning and investment management would be the centerpiece of the services, and individuals would be the only clients served — not large corporations or governments. An independent firm with professional advisors, focused exclusively on helping clients toward their life goals and dreams. MWBoone & Associates, LLC is that firm.

Our mission is to provide the highest quality financial advice and investment management, with integrity and superior ongoing service to our clients. We believe that if we are successful in adding value to our clients’ lives in this way, our business will continue to thrive. More importantly, we will have done the right thing.

Meet the Business Owner

Michael B.

Business Owner

Michael is the owner and founder of MWBoone and Associates, LLC. With over 27 years experience as a Financial Advisor, is sought after as a nationally known specialist in financial planning and investment management and he is a highly recognized financial advisor in Washington state.

Areas of expertise: Assists clients in planning for and managing their financial independence. Create custom retirement plans and investment portfolios that are crafted and managed to seek tax-​advantaged growth and income. Analyzes real estate, business or alternative investments. Evaluates how company finances impact your personal financial plans through ownership or employee stock options. Has extensive experience working with clients employed by Seattle’s largest employers such as Microsoft, Boeing, Amazon and Expedia.

I love helping people with their financial lives because it provides the tangible resources for all of our client’s sometimes intangible dreams and goals.