Should You Pay Off Your Mortgage Early?
Let’s pretend you had $200,000 to invest for the next 7 years. Would you rather take a guaranteed total return of $14,274 or would you trade tha...
18 February, 2021
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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The Four Taxes Most Retirees Will Face and What They Mean For Young Professionals
When it comes to income planning in retirement, it is crucial to understand the four primary taxes you will have to navigate. If you navigate them wel...
11 February, 2021 -
GameStop. Ever Heard of It?
At this point, I don’t know how much there is to be gained by wading into the vastly oversaturated territory of GameStop-related (and AMC, Black...
04 February, 2021
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.