Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
Plain and simple. Interested?

Latest Posts

  • If you spend much time reading history, one of the most common refrains you’ll encounter is this: new technology is always either going to save ...

  • Punxsutawney Phil’s Groundhog Day prediction of six more weeks of winter drew intense grumbling this week, as his prediction coincided with mult...

  • For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start...

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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.