Catching Up on The Catch-Up
Over the past few weeks, the “Other Things You Might Find Interesting…” section of our Friday Brief email has been littered with art...
14 October, 2025
We help you make great decisions.
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Latest Posts
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Your Wealth Doesn’t Have to Make You Anxious
Over time, I have become convinced that the number one side effect of wealth is anxiety. There are many, many reasons for it: the loneliness, the inta...
08 October, 2025 -
What Are Your Mantras?
I’m not a frequent podcast listener (I know I know – how??) but lately have listened to psychologist Dr. Becky Kennedy’s podcast Goo...
02 October, 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.