More Bendy, Less Breaky
Just over ten years ago, Seth Godin wrote the following: It’s tempting to invest time, money and emotion into gaining control over th...
31 July, 2025
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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2025 Ch-ch-changes
We recently had an internal team vote about whether Seinfeld or Schitt’s Creek did a better job humorously highlighting a common misunderstanding arou...
24 July, 2025 -
What If You Don’t Know When You Want to Retire?
One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a l...
17 July, 2025
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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.