Getting Advice From Elves
“But it is said: Do not meddle in the affairs of wizards, for they are subtle and quick to anger. The choice is yours: to go or wait.” “A...
08 April, 2021
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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How to Make Prudent Financial Decisions
Lately I’ve found myself discussing a good number of questions requiring an answer beyond a simple yes or no. Questions like, should I pay off my mort...
01 April, 2021 -
Shooter McGavin and the “Secret of the Pros.”
Happy Gilmore was released in 1996. Three years later I started college and during my freshman year many an evening ended with me and my roommate, And...
25 March, 2021
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.