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

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 short seller said a 2018 promotional video showing a prototype of a Nikola semi-truck traveling down the road was staged and that the truck...

  •   It’s been a nervy week of trading in the stock market! Particularly for tech stocks. The Nasdaq Composite Index (which is heavily weighte...

  • There’s almost always something interesting going on with the stock market. Lately, it’s been hard to ignore the dominance of large U.S. technol...

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.