Our Furry Family Members
To know me is to know how much I love dogs. We have an almost 8-year-old Brittany named Ollie and love him dearly. Baker and Graham are obsessed with ...
12 June, 2025
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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Beacon Summer 2025 Reading List
One of the easiest ways to connect with someone is to ask what they’re reading. It often leads to unexpected insights, good recommendations, and great...
05 June, 2025 -
It Takes a Scammer
There was an early 2000s TV show on Discovery Channel called It Takes a Thief – the premise being that two former thieves show homeown...
29 May, 2025
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.