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Latest Posts

  • Tax season is upon us once again! The Internal Revenue Service recently announced that the 2024 tax filing season will officially begin on Monday, Jan...

  • Waiting has been on my mind a lot over the holiday season. There’s the waiting of children as they see their presents under the Christmas tree, but ha...

  • Twas the week before ChristmasAnd almost year-endAll the money’s been earnedAnd most of it spentWhere did it go, and what did it do?Who did you bless,...

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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.