Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. T...

  • Repeat after me: Cash. Is Not. An Investment.  In this moment, when you can get a risk-free 5% while inflation sits around 3% (and when for more than ...

  • Asking people about the books they’re reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharin...

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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.