Founder/Financial Advisor - 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. Analyses 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 Magazine1
“5-Star Wealth Manager: Best in Client
Satisfaction”
2007, 2008, 2009, 2010, 2011, 2012,
2013 ~Seattle Magazine2 “NAPCAP’s Premier Advisor Award”2011 ~Seattle Met Magazine3 “Top 100 Independent Financial Advisors in America” 2010 ~Registered Representative Magazine4 “One of America’s 250 Best Financial Advisors”2002 ~Worth Magazine5 “Washington’s 100 Fastest Growing Private Companies” 2004, 2005, 2006 ~Puget Sound Business Journal6 “Top ‘40 under the age of 40’ Community Leaders”2002 ~Puget Sound Business Journal6
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
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.
Personal:
