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


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.


We employ an intelligent, efficient investment process, controlling what we can control: costs, taxes, market underperformance and emotional mistakes.


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

  • The world is a complicated place. It always has been and always will be. It’s a place where beautiful and terrible things are happening in the s...

  • Lately, it seems that almost everybody I talk to is having a harder time sleeping than they were 9 months ago. That doesn’t surprise me given ev...

  • My parents didn’t allow video games in the house until I was a teenager. Prior to that, the only way for me to get my fill was to head over to J...

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.