Shayne Boles
Basepoint Wealth
Associate Wealth Advisor
Shayne Boles
Basepoint Wealth
Associate Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shayne Boles
Fee-Only financial planner located in Davenport, Iowa, serving clients locally and across the country
Shayne Boles is a Davenport, Iowa fee-only financial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shayne Boles is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shayne Boles is a Quad Cities native, graduating from Bettendorf High School. He earned his bachelor’s degree in Business from the University of Iowa. During his time in college, his grandparents introduced him to their financial planner.
During that meeting, he realized the positive impact that she had on their lives and how she helped them achieve their goal of retiring. After that meeting, he ultimately decided that financial planning was the right profession for him. Shayne joined Basepoint Wealth in 2017.
Shayne takes pride in educating his clients about their financial decisions and providing world-class service as they work together.
Outside of the office, he enjoys spending time with his wife Kylie and daughter Madelyn and their extended families; as well as staying active and spending time outdoors. You can find him golfing, running, playing basketball, or cheering on the Iowa Hawkeyes.
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Shayne Boles
Office Locations:
-
4620 E. 53rd Street
Suite 203
Davenport, IA 52807
