Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • It seems to me that the most devastating, most commonly sold lie in finance is that something can be got for nothing. That the hard work can be skippe...

  • The Beacon office is located within the heart of Five Points neighborhood in Raleigh, appropriately named after the five-pointed intersection of Glenw...

  • 2022 was a tough year to be an investor. Supply chain bottlenecks, the highest inflation we’ve seen in 40 years, the war in Ukraine and a very a...

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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.