Our founders, Chip Hymiller, AIF®, CFP®, and Erin Campbell, CPA/PFS, CFP®, recognized early on that individuals and families face complex and interrelated financial issues such as retirement planning, investment management and tax planning. The two established Beacon Financial Strategies in 2004 with a commitment to providing clients with a breadth of knowledge in comprehensive financial planning that most investment advisors lacked.
Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals. In addition to emphasizing tax efficiency in investments, as your advisors, we will develop a plan to help optimize taxes when it comes time to make distributions from your retirement accounts.
Moreover, as a fee-only, fiduciary advisory firm, we do not accept commissions or payments from other financial companies. Instead, we provide independent advice and embrace our legal obligation to make recommendations that are always in your best interests.
Chip Hymiller, AIF®, CFP®
Chip is a principal of Beacon Financial Strategies and serves as the firm’s Senior Portfolio Manager.
Erin Campbell, CPA/PFS, CFP®
Erin is a principal of Beacon Financial Strategies Corp. and serves as the firm’s Tax and Financial Planning Manager.
Stephanie H. Murray, EA
Stephanie is the firm’s Planning and Operations Manager.
Nick is the firm’s Portfolio Administrator.