Boone Wealth Advisors, LLC

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

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?

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

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.