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

  • Almost none of us will get through this unscathed. There is a sense in which we are all dealing with a collective trauma—from the emotional toll of be...

  • I had a great conversation with my property and casualty insurance agent last week. He called to see if anything had changed in my life that might war...

  • Earlier this week I came across this chart and the story it tells is staggering. What you see is the year-over-year change in what JP Morgan considers...

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.