Your Team

Professional Financial Advisor  

 I help professionals and business owners work towards achieving business success and building a path toward retirement through thoughtful planning.

With years of experience and access to a valued network of attorneys, CPAs, and other professionals, I provide personalized solutions to help you pursue your goals. If I can’t assist directly, I’ll connect you with someone who can.

Building strong relationships and giving back are essential values that guide how I conduct business today.

Registered Investment Advisor Representative | LPL Financial

I help individuals and businesses pursue their financial & retirement goals through personalized financial planning and investment management. With expertise in portfolio allocation, investment research, rebalancing, and performance reporting, I provide transparent, results-driven solutions.

I'm passionate about guiding clients through their financial journeys and offer personalized advice with integrity and a focus on long-term success.

Gregg Boone, CFP® is a financial advisor with LPL Financial, bringing nearly three decades of experience in the financial services industry. 

Since 1995, he has been helping individuals, families, businesses, and non-profits navigate financial planning, investment management, and retirement strategies.

Gregg holds Series 6, 7, 24, 63, and 65 securities registrations with LPL Financial.

His expertise lies in creating tailored financial strategies to help clients work toward their long-term financial goals.

His wife, Cindy, plays a vital role in the practice as his assistant, managing day-to-day office operations to ensure a smooth and client-focused experience.