Olly & the Search for Meaningful Advice
As some of you know, we recently added a Golden Retriever puppy to our family. His name is Olly, he’s about 10 weeks old, cute as a button, and excell...
06 May, 2021
PLANNING
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.
INVESTING
We employ an intelligent, efficient investment process, controlling what we can control: costs, taxes, market underperformance and emotional mistakes.
GUIDING
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
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Subtractive Changes and Financial Peace
When I think about writing, I have two rules. The first came to me by way of my 8th grade teacher, Mrs. Vermeulen: Sometime in high school or maybe ev...
29 April, 2021 -
Are You “Diversifying” Your Financial Decisions?
One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people’s money stories. Our experie...
22 April, 2021
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.