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We help you make great decisions.
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Latest Posts

  • It seems that everywhere you turn right now you run into discussions of AI. Whether it be the long-term implications of AI, the investment thesis, the...

  • The stock market is having another banner year. Through September 23rd, the S&P 500 is up 12.5%, and has more than doubled since the start of 2023...

  • 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...

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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.