New Website, Same Great Service
Unless you are visiting our site for the first time (in which case, welcome!!), you will have noticed by now that it’s new and–we believe ...
29 May, 2020
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
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4 Things That Will Dramatically Simplify Your Finances (and Your Life)
“Our life is frittered away by detail… simplify, simplify.” – Henry David Thoreau Thoreau was spot on. Especially when it come...
22 May, 2020 -
The Brief – Then and Now
Way back in June of 2001 I introduced Beacon’s first Friday Brief. Its purpose was to communicate, educate, and occasionally console as in a one-on-on...
15 May, 2020
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.