Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
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Latest Posts

  • There are many risks that we face as investors. The last 36 months have reminded us of the risk that inflation poses, not just to lifestyle, but to ou...

  • In Philip Ball’s Beyond Weird—which I am committing to finish before I dive into his newest book on biology—he makes this interesting point to o...

  • I’m not much of a gardener, as much as I’d like to be known for having a green thumb. I greatly admire the work of others and aspire to hone my skills...

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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.