Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
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Latest Posts

  • I was recently able to vacation to Europe, where Megan and I had a great time in England and France. While in Paris, we went and checked out the Louvr...

  • Bryan Johnson is in his mid-40’s, worth a few hundred million bucks, and spends most of his energy in pursuit of eternal life. The lengths to wh...

  • “How TikTok Is Wiring Gen Z’s Money Brain. Endless videos about the economy and consumerism are giving 20-somethings a case of ‘money dysm...

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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.