Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • In 1974, two psychologists, Amos Tversky and Daniel Kahneman, published the paper, “Judgment under Uncertainty: Heuristics and Biases.” In...

  • I have spent a fair amount of time on this blog writing about giving, and I can guarantee more of the same for as long as I have log-in credentials to...

  • Last week Seth Godin wrote a blog that was short enough and good enough that I won’t bother trying to paraphrase: Habits are not needs It’s easy...

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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.