Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap...

  • In light of the fall season, Megan and I recently watched Nora Ephron’s 1998 classic romcom You’ve Got Mail, starring Tom Hanks and Meg Ry...

  • Over the past few weeks, the “Other Things You Might Find Interesting…” section of our Friday Brief email has been littered with art...

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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.