A complete list of active advisors currently associated with Kenneth E. Boone Wealth Management, LLC

Warmer can help you find a great advisor at Kenneth E. Boone Wealth Management, LLC or one who fits your needs even better.

Kenneth E. Boone Wealth Management, LLC advises individual clients, including high-net-worth households, on comprehensive wealth planning and portfolio management and provides a range of financial planning analyses (retirement, estate, goal and needs analyses) and coordination with other professionals. The firm works with a modest client base and manages approximately $82.9 million in client assets, with a minimum account size required to engage. The firm’s investment approach is structured around a Modern Portfolio Theory framework: it develops customized Investment Policy Statements and model allocations using institutional asset-class funds, implements quarterly rebalancing, and emphasizes diversified, long-term asset-class exposures. Portfolio implementation and trade execution are administered through a third‑party account administrator, which oversees trading and fee collection. What is distinctive about the firm is its operational structure and ancillary services: it manages most assets on a non‑discretionary basis through its third‑party administrator and had $82.9 million in non‑discretionary assets as of 12/31/2025. The firm is also licensed to sell insurance and annuity products and may receive commissions for those sales (insurance business represents under 5% of activity), and it is approved to use select institutional mutual funds that are not available to the general public.

To learn more about the advisors currently working at Kenneth E. Boone Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.