What we do

Beacon Financial Strategies offers a wide range of advice-driven services. Our purpose is to help our clients make sound financial decisions. We consider ourselves to be your advocate and partner as we work with you to understand your unique situation. All of our services are customized to meet your individual needs.

Clients are encouraged to complete a personal financial plan that helps define direction and goal setting for all financial aspects of your life.

We offer a variety of one-time and ongoing services that cater to clients needs including:

Personal Financial Planning

Wealth Management Services

Investment Management Services

Beacon Financial Strategies, 8376 Six Forks Rd Suite 202, Raleigh, NC 27615. Phone: (919)321-8625. Serving Raleigh, Durham, Cary, Chapel Hill, RTP, Garner, Wilson, Pittsboro, Knightdale, Apex, Morrisville, and all of the Triangle Area.

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News and Press

Wednesday, December 30, 2009

Beacon Financial Strategies to Participate in NAPFA "Your Money" Bus Tour

Beacon Financial Strategies, a fee-only financial planning firm based in Raleigh, NC, will be participating in the "Your Money" bus tour in Raleigh on January 19. At this event, local financial advisors will be providing pro bono financial advice. The downtown event will be held from 10am to 2pm at the State Government Complex. For more information visit http://www.yourmoneybus.com/.

Friday, September 25, 2009

Beacon Financial Strategies to sponsor Financial Literacy Event

Beacon Financial Strategies, a fee-only financial planning and wealth management firm, in conjunction with the North Carolina Association of Certified Public Accountants (NCACPA) will sponsor a financial literacy event for students in grades 9-12, parents, and teachers from Wake County and surrounding areas.

Wednesday, July 01, 2009

Erin Campbell, CPA, CFP®, selected for NAPFA

Erin Campbell, CPA/PFS, CFP, a principal with the Raleigh-based Beacon Financial Strategies, has been selected for membership into the National Association of Personal Financial Advisors (NAPFA).

Wednesday, October 22, 2008

Local CPA Earns Exclusive Personal Financial Specialist Credential as Financial Planning Expert

Erin Campbell, CPA/PFS, CFP®, a financial planning expert with the Raleigh-based Beacon Financial Strategies, has recently been awarded the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA).

Tuesday, September 30, 2008

Beacon Financial Strategies, Introduces a Service on the Financial Feasibility of entering a Retirement Community

Raleigh, NC Fee-Only Financial Planning Firm, Beacon Financial Strategies, Introduces a Service on the Financial Feasibility of entering a Retirement Community