Our People

Quality Independent, Unbiased, Financial Advice and Wealth Management

-Employee Owned Since 1985

 
 
 
 
Michael Boone is a Certified Financial Planner in Seattle, WA

Michael W. Boone, CFP®, CFA

Founder/Financial Advisor - 2012-2013 Five Star Wealth Manager
Currently Accepting New Clients


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 expert in financial planning and investment management and he is possibly the most 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 for 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.





His Awards include:

“One of America’s Top 1,000 Advisors”
2009, 2010, 2011, 2012 ~Barron’s Magazine 1

“5-Star Wealth Manager”
2012, 2013 ~Seattle Magazine 2

“NAPCAP’s Premier Advisor Award”
2011 ~Seattle Met Magazine 3

“Top 100 Independent Financial Advisors in America”
2010 ~Registered Representative Magazine 4

“One of America’s 250 Best Financial Advisors”
2002 ~Worth Magazine 5

“Washington’s 100 Fastest Growing Private Companies”
2004, 2005, 2006 ~Puget Sound Business Journal 6

“Top ‘40 under the age of 40’ Community Leaders”
2002 ~Puget Sound Business Journal 6



Michael has appeared internationally on CNN television for counsel to lottery winners. His financial advice has appeared in the following publications among others:

The Wall Street Journal, Forbes, Worth, the Associated Press, Reuters, The Chicago Tribune, Money, CNN, The Motley Fool, USA Today, The Street.Com, The Hindustan Times, Investment Advisor, Investment News, Smart Money Magazine, Merrill Lynch and Charles Schwab client publications, The Seattle Times, The San Diego Union, The Puget Sound Business Journal, The Los Angeles Times, The Chicago Tribune, Financial Planning Magazine, KPLH Radio Phoenix, The New York Post, AARP Newsletter, The Pittsburgh Gazette, Augusta Chronicle, Kiplinger Retirement Report, Bloomberg Personal Finance, Consumer Reports, etc.

Michael began his financial career in private practice in Seattle in 1985. His clientele range from coast to coast and includes residents of six countries. Michael is a CERTIFIED FINANCIAL PLANNER™  and a  CHARTERED FINANCIAL ANALYST®, as well as being a Registered Principal with LPL Financial and with various states as an insurance agent and a Registered Investment Advisor associate. Many of his licenses require substantial annual continuing education.


Education:    Wharton School of Business, University of Pennsylvania - Executive courses in Finance

Booth School of Business, University of Chicago - Executive courses in Finance

University of Puget Sound - Bachelor of Arts, Double Major in business & psychology

 

Michael is a member of the CFA Institute, the Financial Planning Association, The CFA Society of Seattle and the Financial Planning Association of Puget Sound. He is a member of the International Who’s Who in Finance.


MWBoone investment advisors with their orphanage in Zambia, Africa Personal: Michael has been happily married to Elizabeth for over 20 years even  - despite working together.  He supports and is active in his church and in non-profits locally and in Central Africa.  Besides helping people with their finances, Michael's passions and hobbies include backpacking, playing sports, leading international travel groups, nature education, motorcycle riding, studying great literature and writing.  His favorite weekend escape is backpacking in the Cascades.  To see LPL Financial's featured story on Michael and his philanthropic activities, click here.

Clients I work best with: Michael really enjoys working with diverse clients and situations.  He has a lot of experience in helping business owners, executives, retirees and professional athletes.  He has a special desire to help widows.  Michael is a nationally known expert in managing “sudden money” situations, like inheritances, business or property sales and lottery or major award winnings.


Why I do what I do: 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.  Some client relationships have lasted for nearly 25 years, and some family relationships are working into the second or third generation.  It’s so rewarding when plans that we made decades ago come to fruition.   It’s also been a thrill building a firm around the goal of making the highest quality financial advice transparent, and as free from conflicts of interest as is possible. 


Firm Asset Management Fees: Typically .5% to 1.5% of portfolio value annually.  We use “unlayered ” fees, meaning that the same rate is charged the first and last dollar invested. 

Contact me if you would like to schedule a no-cost initial meeting. 


              


1Based on assets managed, revenues and quality of practice.
2Based on objective criteria’s that are associated with wealth managers who provide quality services to their clients.
3, 4Based on objective criteria’s such as revenues, assets under management and years of experience.
5Advisers are selected for their creativity, depth of knowledge, and dedication to their clients.
6Based on objective criteria’s such as revenues, assets under management and quality of practice.
7Based on career success, charitable works, and age.


Follow MWBoone investment advisors and financial planners on Facebook Follow MWBoone financial planners and investment advisors on Youtube Follow MWBoone financial advisors and investment planners on our Twitter Follow MWBoone investment planners and financial advisors on LinkedIn

Blog

 
September 3rd, 2014 - Midterms May Mean More Gains...

August 14th, 2014 - Turning Down the Noise

July 29th, 2014 - Midsummer Madness