plan

Financial planning is the foundation by which all financial decisions should be made. Beacon works closely with each client to develop a plan based on what is most important to you.
read more...

invest

Smart investors know that successful investing requires knowledge, discipline and experience. With your objectives in mind, we will develop a sound investment strategy to meet your needs.
read more...

succeed

Peace of Mind – Confidence - Empowerment. Success can be described in many ways. Beacon will guide you through each step in your unique financial plan. Let us help you achieve all your financial goals!
read more...

Discover a financial planning firm that is committed to partnering with you to make strategic and long term financial decisions.

  • Before Your Meeting with an Estate Attorney…Ask Yourself
    In order to make your meeting with the estate planning attorney more efficient and productive, here are few items that you need to think about or decide on.
    read more >>
  • Surviving the Financial Stress Test
    When making financial planning and investment decisions, we believe that it is important to consider the probability of negative outcomes. We call this "stress-testing" a financial plan. By stress-testing financial planning assumptions, we are able to help our clients identify and protect against financial risks that could derail their financial plans.
    read more >>
  • Beacon Participates in CPA Day of Service
    On Friday, September 19, 2014, Beacon professionals joined hundreds of CPAs across the state who participated in the NC Association of Certified Public Accountants' day of service. Erin Campbell and Chip Hymiller volunteered with about 50 other CPAs at the Food Bank of NC sorting and packaging donated foods. It was great to get out of the office and spend time helping others!
    read more >>