Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • The stock market is having another banner year. Through September 23rd, the S&P 500 is up 12.5%, and has more than doubled since the start of 2023...

  • Toward the end of last year and into the spring of this year I found myself reading a number of books that were written in the years prior to the...

  • Mortgages are back in the headlines with rates climbing slightly back up after rising Treasury yields and some renewed inflation pressure. And at the ...

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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.