Publications

- November 1, 2014: Vol. 1, Number 2

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Time Tested: Norman Boone has seen much in his two decades as an RIA, and he is keen on coaching the profession to the next level.

by Ben Johnson

What strikes you first about the offices of Mosaic Financial Partners in downtown San Francisco is the number of framed Worth magazine covers hanging on the walls throughout. This is a visual reminder that Mosaic’s founder, Norman Boone, is one of only three advisers to have been named among the nation’s best financial advisers in each of the 14 years the esteemed list was published.

Today, Mosaic’s staff of 18 serves some 260 clients and oversees about $625 million in assets under management.

Boone himself is low key and personable. He is certainly well schooled, having received his bachelor of arts degree from Stanford University and his MBA in finance from Harvard University.

Over the years, Boone has made a name for himself on a national scale. Along with his wife, Linda Lubitz Boone, he wrote the industry standard, Creating an Investment Policy Statement: Guidelines and Templates. Together, they also developed IPS

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