Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • This week in the Wall Street Journal there was an article about…well actually the title, subtitle and your imagination are probably everything you nee...

  • Transitions are inevitable in life, but February was quite full of them for our family. Wesley and I traveled abroad for a brief trip and left Baker i...

  • There are a lot of ways that small decisions can add up in your financial life to make a difference over the long haul. One of those small wins is opt...

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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.