Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
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Latest Posts

  • Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One o...

  • One of my favorite books is The Liturgy of the Ordinary by Tish Harrison Warren. In her book, Warren discusses how many of the most mundane tasks and ...

  • Since 2010, there have been no fewer than five significant changes to the tax code. It began with the passing of the Affordable Care Act, which added ...

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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.