Navigating College Funding Options
Somehow, it’s already April. Hopefully those of us in North Carolina are almost through The Pollening and into Actual Spring. April is also the month ...
03 April, 2025
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
-
-
“It Doesn’t Go Away With Money”
As far as I can tell, wealth, by itself, is a bit of a nothingburger. But it isn’t by itself, because nothing ever is. If anything, in a culture...
27 March, 2025 -
Protecting Your Well-Being in Unsettling Times
Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time...
18 March, 2025
Our Home
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.