Sticky Baseballs and Playing The Right Game
Major League Baseball is an interesting place right now. After a number of seasons where offensive numbers (especially home runs) have been trending h...
10 June, 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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A Financial Advisor Looks at 50
It’s not as exciting as a pirate looking at 40 but it’s still hard for me to believe that in just over 7 months I’ll be 50 years old...
03 June, 2021 -
Real Estate is Hot. Has Our Home Been a Good Investment?
It’s not breaking news to say the U.S. housing market is on fire. From April, 2020, to April, 2021, median home prices increased by 17.2%. There are m...
27 May, 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.