7 Important Year-End Money Moves
Last week on my walk into work, I noticed that some of my neighbors had already put out their Halloween decorations. I’m all for being prepared ...
23 September, 2021
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
-
-
The 411 on President Biden’s “American Families Plan”
A little over a year ago I wrote a Brief about the tax plan Joe Biden was proposing during his campaign to be the Democrat nominee for President. Here...
16 September, 2021 -
Can You DIY Your Finances?
On Tuesday at lunch time, I walked into a store in North Hills called Bonobos (or, per their own signage, BONOBOS). Now, this BONOBOS place is ostensi...
09 September, 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.