Nathan Boot is a Wealth Advisor with a strong foundation in finance and a passion for helping individuals and families navigate the transition into and through retirement. He earned his degree in Finance from Calvin University and works with families to build thoughtful, personalized financial plans designed around their goals.
As an Investment Adviser Representative who has passed the Series 65 securities exam, Nathan helps guide clients through the financial planning process with a focus on investments, retirement income, tax-aware planning, healthcare, and legacy strategies. He also earned the National Social Security Advisor (NSSA®) and IRMAA Certified Planner (IRMAACP™) designations to help clients evaluate Social Security claiming strategies and plan for Medicare’s Income-Related Monthly Adjustment Amount (IRMAA).
Nathan believes financial planning should bring clarity to complex decisions and help families feel more confident about their financial future. His approach focuses on helping clients understand how the different pieces of their financial lives work together and develop strategies that support both their current needs and long-term goals.
Nathan lives in Grand Rapids with his wife, Libby, and their two children, George and Annie. They also have a golden retriever named Pippa who loves swimming and playing fetch. Outside of work, Nathan enjoys spending time with his family, getting outdoors, and visiting local favorites like John Ball Zoo and Meijer Gardens.