World Advisors Logo
Clayton Boone, CFA®, CFP®

Managing Director

MEET Clayton

Clayton Boone is the Managing Director, Wealth Management Advisor at World Investment Advisors and the Practice Lead for the Financial Solutions Group at World Investment Advisors. With more than 15 years of experience in financial services, Clayton has worked at some of the world’s largest asset managers and premier wealth advisory firms. He holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations, considered the gold standard in the industry. In his dual role as Managing Director and Practice Lead, Clayton helps retirement plan participants navigate their financial options with clarity and confidence and his professional passions include leadership, coaching, marketing, and meaningful participant engagement. Outside of work, Clayton enjoys spending as much time as possible with his wife and three children—whether building LEGO creations, going on family outings, or being present in the day-to-day moments that matter. He also enjoys cycling, travel, and playing bartender for friends and family. Clayton finds joy in creativity and staying grounded in the relationships and experiences that mean the most.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Clayton Boone, CFA®, CFP®

Managing Director