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


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.


We employ an intelligent, efficient investment process, controlling what we can control: costs, taxes, market underperformance and emotional mistakes.


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

  • Often in financial planning, one seemingly simple decision has ripple effects into other elements of your financial life that may not be obvious from ...

  • I’m not much of a bumper sticker guy. I don’t have one on my car now and I really don’t know which one I’d choose if I decided...

  • Almost exactly a year ago, I wrote a brief about the Morgan Stanley Inception Fund, Wall Street Journal’s top mutual fund for the one-year perio...

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.