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Latest Posts

  • Trump Accounts are officially available to be opened and contributed to as of July 4, 2026. As a recent new parent, I wanted to look into what I would...

  • I know that we are already half-way through summer, but books are at the front of my mind because next week I’ll be at the beach and may actuall...

  • We talk about buses a lot in my house these days. We have 2 versions of “Wheels on the Bus” on regular rotation, and I’m probably in the top 1% of lis...

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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.