Food lines and all-time highs.
The world is a complicated place. It always has been and always will be. It’s a place where beautiful and terrible things are happening in the s...
19 November, 2020
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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Sweet Dreams
Lately, it seems that almost everybody I talk to is having a harder time sleeping than they were 9 months ago. That doesn’t surprise me given ev...
12 November, 2020 -
Cheat Codes (up, up, down, down, left, right, left, right, B, A, Start)
My parents didn’t allow video games in the house until I was a teenager. Prior to that, the only way for me to get my fill was to head over to J...
05 November, 2020
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.