Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • One of the great financial crisis movies is Margin Call. Set over one night at a Wall Street investment bank during the early stages of the 2008 finan...

  • Let your life be a pleasant surprise. Save more than you need to, mainly so you can easily and at the spur of the moment leave a large tip or anonymou...

  • Last week Geoff wrote about the deposits that really matter into all the accounts we manage, including time, energy, social, and memory accounts – plu...

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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.