Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • You may remember that back in June we sent out the Beacon Summer Reading list. It’s something we’ve done the past few years and this summe...

  • The legendary New York fashion photographer Bill Cunningham once said “Money is the cheapest thing. Liberty is the most expensive.” A man ...

  • Even if you didn’t attend an Ivy League school, you can still learn from their investment mistakes. Jason Zweig’s recent Intelligent Investor column h...

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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.