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Michael W. Boone, CFP®, CFA
Principal - Currently Accepting Limited New Clients
Owner and founder of MWBoone and Associates, LLC, Michael 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.
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.
His Awards include:
“Top 100 Independent Financial Advisors in America”
~Registered Representative Magazine
“America’s 250 Best Financial Advisors”
~Worth Magazine
“Top 1,000 Financial Advisors in America” ~Barron’s Magazine
“5-Star Wealth Manager: Best in Client Satisfaction”
~Seattle Magazine
“Washington’s 100 Fastest Growing Private Companies” ~Puget Sound Business Journal
Top “40 under the age of 40” Community Leaders in Puget Sound
~ Puget Sound Business Journal
After earning a BA in Business and Psychology from the University of Puget Sound where he played football and ran track, 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 (CFP) professional and a Chartered Financial Analyst charterholder (CFA), 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.
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.
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.
Areas of expertise: Planning for and managing financial independence.
Custom retirement planning and investment portfolio crafting and management for
tax-advantaged growth and income. Analysis of real estate, business or
alternative investment options. Evaluating how company finances impact
your personal financial plans through ownership or employee stock options.
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.Typical client assets to work directly with
Michael Boone, CFP®, CFA: $1,000,000 and up
Minimum Assets for Investment Management
with other firm associates: $100,000
Firm Financial Planning fee: $1,000 and up, depending upon advisor.
Minimum Assets for Financial Planning: NoneWhy 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.
