Inflation and Values
Two big themes were on my mind last weekend: inflation and values. Why the former might occupy space in my mind is pretty self-explanatory–it...
23 June, 2022
We help you make great decisions.
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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Puke Days
In Frank Herbert’s 1965 science fiction novel Dune, there is a phrase—really a mantra or incantation—used by the main character and his mother a...
16 June, 2022 -
Kiddie Tax 101
If you’re on any form of social media, you most likely saw pictures and videos circulating from last weekend’s Platinum Jubilee celebrations for...
09 June, 2022
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.