Boone Wealth Advisors, LLC

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Boone Wealth Advisors, LLC A financial advisor owned by its employees and their families rather than a bank or insurance company.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Boone Wealth Advisors, LLC., a registered investment advisor and separate entity from LPL Financial. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/14/2026

Government bond yields have risen substantially. This impacts loan interest rates, and mortgage rates today are reflecti...
10/14/2026

Government bond yields have risen substantially. This impacts loan interest rates, and mortgage rates today are reflecting this increase.

At one point, we were honored to be named to the Puget Sound Business Journal’s Top 40 Under 40.While that chapter is be...
10/12/2026

At one point, we were honored to be named to the Puget Sound Business Journal’s Top 40 Under 40.

While that chapter is behind us, the drive, discipline, and commitment to excellence that earned that recognition are still very much part of who we are today.

We’re grateful for the journey—and even more focused on what’s ahead.

Disclosure: This was a past recognition based on business and community involvement and is not indicative of current or future performance or client experience.

































We’re honored to share that Boone Wealth Advisors has been recognized by the Puget Sound Business Journal as one of Wash...
10/09/2026

We’re honored to share that Boone Wealth Advisors has been recognized by the Puget Sound Business Journal as one of Washington’s Fastest-Growing Private Companies.

This recognition is based on measurable revenue growth over a multi-year period, with data provided and verified by participating firms.
We remain focused on what matters most—serving our clients with thoughtful guidance and a long-term perspective.

Important disclosure: This recognition is based on company-reported revenue growth and does not evaluate the quality of services provided to clients. It is not indicative of future performance or client experience.


































More of What We Do - Retirement PlanningBuilding Ahead for RetirementFocus on the fundamentals to get you on track, your...
10/07/2026

More of What We Do - Retirement Planning

Building Ahead for Retirement

Focus on the fundamentals to get you on track, your saving goals, and an investment plan to plan forward for your financial independence. This service helps address two questions – Am I on the right path? What should I be doing to plan ahead for retirement?

Comprehensive Financial PlanningPlanning includes one or more of the following areas:Personal Goal and Financial Plannin...
10/05/2026

Comprehensive Financial Planning

Planning includes one or more of the following areas:
Personal Goal and Financial Planning
Net Worth Analysis
Investment Planning
Retirement Planning
Education Planning
Personal Tax Planning
Charitable Planning
Corporate Structure
Real Estate Analysis
Mortgage/Debt Analysis
Insurance Analysis (including Life, Disability, and Long-Term Care)
Estate Planning
Analysis on maximizing Social Security and/or pension benefits.
Business ownership
Multiple real estate properties
Complex cash flow situations
Large number of investment accounts

The freedom to travel isn’t just about the destination—it’s about having a plan that supports the life you want to live....
10/02/2026

The freedom to travel isn’t just about the destination—it’s about having a plan that supports the life you want to live. ✈️🌎

With so many financial decisions along the way, having a guide can help bring clarity and confidence to the journey.

Our role is to help you navigate the financial landscape so you can focus on experiencing the world, making memories, and enjoying the lifestyle you’ve worked hard to build.

Because life isn’t meant to be lived only at a desk.











We’re proud to celebrate the accomplishment of passing the Series 66 exam — an important milestone that reflects continu...
09/30/2026

We’re proud to celebrate the accomplishment of passing the Series 66 exam — an important milestone that reflects continued dedication to professional growth and serving clients with knowledge and care.

Achievements like this represent a commitment to ongoing education, industry standards, and helping clients navigate their financial journey with confidence and clarity. We’re grateful for the opportunity to continue learning, growing, and serving our community every day.

Thank you for your continued trust in Boone Wealth Advisors.











This post is for informational purposes only and should not be considered financial, investment, tax, or legal advice. Registration or licensing does not imply a certain level of skill or training.

Honored to be recognized as a NABCAP Premier Advisor.Focused on what matters most—helping you live life on your terms.Di...
09/26/2026

Honored to be recognized as a NABCAP Premier Advisor.
Focused on what matters most—helping you live life on your terms.

Disclosure: This designation is based on objective criteria and is not indicative of future performance or client experience.
























Address

500 108th Avenue NE, Suite 1840
Bellevue, WA
98004

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+14254626406

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