Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
Plain and simple. Interested?

Latest Posts

  • As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want ...

  • In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappoint...

  • With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure j...

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We are an SEC registered investment advisory firm located in beautiful Raleigh, NC in an early 20th century house we renovated in the spring of 2017. We feel it's an inviting setting for meaningful conversations about financial life plans. Click below to read more about the Beacon Philosophy.