Protecting Your Well-Being in Unsettling Times
Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time...
18 March, 2025
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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The Next Best Decision
I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction fr...
13 March, 2025 -
What’s the ROI of Working With a Financial Advisor?
Over the years, there have been a few attempts to quantify the value of working with a financial advisor. Clearly, not an easy task. Clients are diffe...
06 March, 2025
Our Home
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.