Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • On a recent trip to my parents’ house, I found The Beanie Baby Handbook – 1998 Edition, available exclusively through Scholastic school markets. This ...

  • Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap...

  • In light of the fall season, Megan and I recently watched Nora Ephron’s 1998 classic romcom You’ve Got Mail, starring Tom Hanks and Meg Ry...

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.