Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • A common refrain I hear from clients is: “I don’t want to be a burden to my children.” Most of the time what folks mean by this is, &#8220...

  • The most frequent response I hear from people when I mention having two boys in daycare is, “Just imagine the instant raise you’ll get whe...

  • Last year at this time, Crystal and I were preparing to take our kids to Europe for the first time. We chose Italy, in part, because both of our moms ...

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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.