Boone, NC Financial Advisors

Lifestyle. Retirement. Legacy.

Don't put off living today in hopes of living well in retirement. You can have both.

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With a Suite of Specialized Solutions

Our approach is rooted in trust, integrity, and a genuine desire to see you thrive. We believe in the power of relationships and meaningful connections as we strive to understand your unique financial goals, challenges, and dreams. Our planning process is layered with concierge-level support to help empower you to live life intentionally, what we call a Signature Life.

Committed to Confidence

Signature Wealth Strategies, located in Boone, NC, is nestled in the Blue Ridge Mountains and serves families and business owners in the greater Boone area.

Traditional Values. We are a small local group of real people with real values, aligned with a prominent financial group. We go above and beyond to support our clients and help assure their success.

Planning & Goals. We manage your money by making sure you are aggressive enough to achieve the return needed to help with your long-term spending patterns and plans.

Team Effort. We work closely with your CPA, estate attorney, and any other crucial party to provide you with an all-inclusive financial strategy.

We strive to empower our clients and community to plan their future with confidence.

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Let's Talk...

We understand that navigating the financial landscape can be overwhelming, so we offer a no obligation, complimentary consult.

Choose Your Advisor

View our local advisors and review their background, expertise and specialized services.

Schedule a Consultation

Request a complimentary consultation with the advisor of your choice.

Enjoy the Signature Experience

We strive to empower our clients with the knowledge and resources needed to live their Signature Life.

Discover the Peace of Mind and Financial Traction

That comes with having a knowledgeable and compassionate financial team by your side

Local NewsWire

Events, press, articles and highlights from our team and local community.

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Signature Life Magazine

Carefully curated articles, advice and timely resources for our clients and community.

John Barrier and Lindsay Harrison had an exciting day giving back to the Watagua County community...

Boone and Winston-Salem, NC – We are thrilled to introduce… Lindsay Harrison, Client Services Associate In...

Sean Bokhoven Senior Wealth Advisor | Signature Wealth

Read the Latest Economy & Stock Market Update

From Sean Bokhoven, AAMS; Senior Wealth Advisors, RJFS
Sean brings his monthly summary of the factors driving markets, insights on how to navigate market changes and local commentary on the Winston-Salem, NC economy and beyond.

Read now »

Boone, NC Financial Advisors

We understand that navigating the financial landscape can be overwhelming, as it’s constantly evolving, so our advisors offer a no obligation, complimentary consult.

(828) 832-3831

895 State Farm Road #504,

Boone, NC 28607

more than money

More than money management. Yes, we’re financial advisors...

But we’re also parents, children, community leaders & entrepreneurs – just like you. We understand your goals because we have them too. Our advisory teams meet you where you’re at to help you reach life goals or grow your business.

John Barrier
As a Certified Financial Planner™ professional, one of the best ways to help establish economic success and financial security for my clients is by developing a comprehensive financial plan. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals.
Senior Wealth Advisor, RJFS
Sean Bokhoven
High net-worth clients have no shortage of firms and advisors to work with, and there are a lot of smart people in this field. But the one thing that I pride myself on is helping clients find simple solutions to complex problems.
Senior Wealth Advisor, RJFS