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

  • Each year, the Bureau of Labor Statistics releases the findings of their Consumer Expenditure Surveys (CE), which track the earnings and expenditures ...

  • If you are approaching a four-way intersection in the U.S., one that does not have traffic lights, the most common way to deal with the conflict betwe...

  • For some reason, people love to ask the question, “Who cooks dinner in your household?” As much as I love to cook, I don’t enjoy the planning process ...

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.