Real Planning. Sensible Investing. Meaningful Advice.

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

Latest Posts

  • Toward the end of last year and into the spring of this year I found myself reading a number of books that were written in the years prior to the...

  • Mortgages are back in the headlines with rates climbing slightly back up after rising Treasury yields and some renewed inflation pressure. And at the ...

  • Let’s be honest, there’s a certain attraction to investing in individual stocks and trying to pick the next winner. Maybe it’s a nee...

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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.