Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
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Latest Posts

  • The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world whe...

  • At the start of the year, I like writing about what took place in the preceding 12 months because it’s a helpful reminder of the ground we cover...

  • Here’s a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simpl...

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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.