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

PLANNING

We engage in thoughtful, comprehensive financial planning, identifying the steps you need to take to reach your financial goals in ways that align with your values.

INVESTING

We employ an intelligent, efficient investment process, controlling what we can control: costs, taxes, market underperformance and emotional mistakes.

GUIDING

The decisions you may make only once are decisions we help our clients with every day. As your financial advocates we’ll use our 80+ years of cumulative experience to guide you through any opportunity or challenge that presents itself.

Latest Posts

  • At Beacon, we believe that when it comes to planning and investing, you should spend all your effort focusing on things you can control.  That seems l...

  • Benefits season is nearly upon us! The time when employees across the country pick their health insurance and other benefits for the coming year. With...

  • “Doing well with money has a little to do with how smart you are and a lot to do with how you behave. And behavior is hard to teach, even to rea...

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.

Who Are Our Ideal Clients?

Our ideal client desires a purposeful process of planning and decision-making that honors their values and preferences. Curious? Click below to read more.