Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • Asking people about the books they’re reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharin...

  • One of life’s little joys is watching an excellent show for the first time. Great TV (streaming or otherwise) is lightning in a bottle: you don&...

  • Here are a few common legacy-oriented goals we help clients plan for, along with important questions that tend to accompany those goals:  Educating th...

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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.