About Us

Kenneth E. Boone Wealth Management has been helping to simplify his clients' financial lives for over 25 years.  We are a pioneer in investment advisor services.  Our strategy is simple and straightforward:  we believe that the financial markets are relatively efficient and that spending time and money searching for a superior return is counter-productive. 

By diversifying your portfolio into low-cost market-matching index funds and/or asset class funds, you have a much higher probability of meeting your long-term wealth building goals.
335 N. 3rd Avenue, Oakdale, CA  95361       Phone: 209.847.3700      Fax 209.847.6049
Toll free: 1.800.333.0632      Email: marcy@kenboone.com
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Our firm's mission from the beginning has been to establish a fee-based investment advisory service that is devoted to working in the best interest of the client.  We will work towards not only simplifying your financial life, but to also optimize your investments and organized your personal financial planning.  We want to help you grow and protect your wealth and to achieve your financial goals.

Our goal is to address the Five Key Concerns people have about Wealth Management:
  • Wealth Preservation
  • Mitigating Income Taxes
  • Taking care of Heirs
  • Wealth Protection
  • Charitable Giving

Because we are an independent advisor, we are not restricted to a particular product or service.  This frees us to work exclusively for your benefit.


Nestled in the beautiful town of Oakdale, CA, our office is less than an hour from the Gold Country and only 90 miles from Yosemite National Park.

In 2009, we purchased the Rodden House, a 100 year old Victorian home that was in dire need of some love and care.  The resoration project was completed in the Spring of 2010 and now proudly houses our firm.

When you enter the front door, you will be dramatically transported back in time as you feast your eyes on beautiful hard-wood floors, tapestry rugs, wainscoting, and turn-of-the-century hardware, lighting, furniture, and accessories.

We were honored to be featured in
Rob Schweitzer's article in the May, 2011 edition of Cottages and Bungalows.