How Americans Spent Their Money in 2021
Each year, the Bureau of Labor Statistics releases the findings of their Consumer Expenditure Surveys (CE), which track the earnings and expenditures ...
22 September, 2022
We help you make great decisions.
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
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4 Dangers of High Incomes
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...
15 September, 2022 -
Sharing the Load
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 ...
08 September, 2022
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.