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Latest Posts

  • If you are like many of us in the Beacon office, you have been enjoying the Winter Olympics over the last few weeks. Whether it was bobsledding, speed...

  • The idea of free time has been on my mind a lot over the last few months, so today’s brief is more of a personal reflection than anything else. ...

  • 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 ...

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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.