Real Planning. Sensible Investing. Meaningful Advice.

We help you make great decisions.
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Latest Posts

  • Earlier this week Amy and I watched an episode of Seinfeld where Elaine’s boss, Mr. Pitt, becomes so obsessed with a 3-D art print that he can&#...

  • A quick visit to the CNBC website will surely remind you of the laundry list of things we “should” be concerned about in the financial world these day...

  • The current Debt Ceiling debate first became a thing as far back as last November when Republicans took control of the House. With a divided congress ...

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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.