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

Boone Wealth Advisors, LLC

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United States
Bellevue, WA
Boone Wealth Advisors, LLC

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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.

11/04/2026

Are you ready for retirement—or just ready to stop working?

There's a difference.

Retirement readiness isn't simply reaching a certain age or watching your investment accounts reach a particular number. It's about understanding how the different pieces of your financial life may work together when the paycheck stops.

Your income needs. Investments. Social Security. Taxes. Healthcare considerations. Estate planning. And, most importantly, the life you actually want to live.

Maybe retirement means traveling the world.
Spending winters somewhere warm.
More time with family.
Pursuing a passion you've put on hold.
Or simply waking up and deciding how you want to spend your day.

A thoughtful retirement plan starts by asking more than “Do I have enough?”
It also asks:
“What do I want my retirement to look like—and is my financial plan designed with that life in mind?”

At Boone Wealth Advisors, we help clients look at the bigger picture and prepare thoughtfully for the transition from building their wealth to living the life they've been planning for.

Retirement isn't just a financial milestone. It's your next chapter.

10/30/2026

Have you done your mid-year financial review?

We're already well into the second half of the year. It's a good time to ask whether your financial plan still reflects where you are—and where you want to go.

Investment strategy. Retirement goals. Tax considerations. Estate planning. Changes in your family or priorities. There can be a lot to review.

But here's another question:
How much of your time do you want to spend worrying about all of it?

You have places to go, people to see, memories to make, and a life you've worked hard to enjoy.

At Boone Wealth Advisors, we help clients review the financial details, consider the bigger picture, and make informed decisions about what comes next.

Your financial plan deserves attention. So does your life.

Let us help you focus on one, so you have more time to enjoy the other.

10/23/2026

Choices Define Wealth

Wealth isn’t just about having more— it’s about having the ability to choose.

Where you go. How you spend your time. What matters most.

10/20/2026

How financially prepared do you feel for the next 10 years?

A lot can happen in a decade.

Retirement. Travel. A new home. Changes in your family. Helping children or grandchildren. Building a legacy. Or finally having more time to enjoy the life you've worked so hard to create.

The financial decisions behind those goals can become complicated—and you don't have to navigate every decision alone.

At Boone Wealth Advisors, we help clients look at the bigger picture, understand their options, and develop financial strategies designed around their individual goals and priorities.

Let us help with the financial planning, so you can spend more time focusing on what matters most to you.

Because your next 10 years shouldn't be only about managing your wealth.

They should be about living your life.

10/20/2026

Where does your state rank in estate and inheritance taxes? Reach out to Boone Wealth Advisors to begin the conversation about planning your estate.

Explore 2026 state estate tax rates and state inheritance tax rates. Compare estate tax rates by state and inheritance tax rates by state.

10/14/2026

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

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.

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.

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?

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

Website

https://www.boonewealth.com/contact/

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