What Are Your Mantras?
I’m not a frequent podcast listener (I know I know – how??) but lately have listened to psychologist Dr. Becky Kennedy’s podcast Goo...
02 October, 2025
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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The Best Ahead, The Worst Nearby
I once heard a wise investor say we should invest like the best is yet to come, but the worst could be right around the corner. I’ve always appreciate...
23 September, 2025 -
Money Lessons in Film
In the past, Beacon has had fun hosting a movie night at The Rialto Theater, conveniently located across the street from the Beacon house. Recently we...
17 September, 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.