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Geoffrey H

CFP®, Series 63, Series 66

Raleigh, NC

Beacon Wealthcare LLC

Geoffrey Hall II is a CFP® professional with 24 years of experience in financial advising. He currently works at Beacon Wealthcare LLC, where he has been since 2012, including the transition to the current firm structure in 2021. His prior experience includes roles at Securian Financial Services, Inc. and Valic Financial Advisors. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs, with an investment approach that emphasizes minimizing costs and taxes alongside advanced tools like Monte Carlo probability analysis.

Wealth management Passive / index investing Tax-loss harvesting Income planning
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Daniel L

CFP®

Raleigh, NC

Beacon Wealthcare LLC

Daniel Logan is a CFP® professional with seven years of industry experience, currently serving at Beacon Wealthcare LLC since 2023. His prior roles include positions at Zora Financial, CapFinancial Partners (CAPTRUST), and Welch Hornsby, Inc. Beacon Wealthcare is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm provides comprehensive financial planning and discretionary portfolio management using a diversified, low-cost indexed ETF strategy combined with Monte Carlo analysis and daily portfolio monitoring.

Wealth management Passive / index investing Tax-loss harvesting Income planning
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Ryan S

CFP®, Series 63, Series 65

Raleigh, NC

Beacon Wealthcare LLC

Ryan Smith is a CFP® professional with 18 years of experience in financial advising. He is currently with Beacon Wealthcare LLC, where he has worked since 2021, following prior roles at Beacon Wealthcare, Inc. and Raymond James Financial Services. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and institutions. The firm focuses on comprehensive financial planning and discretionary portfolio management using broadly diversified, low-cost indexed ETFs and employs Monte Carlo analysis to assess client plan outcomes.

Wealth management Passive / index investing Tax-loss harvesting Income planning
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Ellen M

CFP®

Raleigh, NC

Beacon Wealthcare LLC

Ellen Martin is a CFP® professional with six years of industry experience, currently serving as an advisor at Beacon Wealthcare LLC since 2021. She previously worked at Prospera Financial Services for seven years. Beacon Wealthcare is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and a lower-fee management-only option, using a diversified approach centered on low-cost indexed ETFs and Monte Carlo analysis to assess client plan confidence.

Wealth management Passive / index investing Tax-loss harvesting Income planning
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Jared K

CFP®, Series 65

Raleigh, NC

Beacon Wealthcare LLC

Jared Korver is a CFP® professional with 11 years of industry experience. He has been with Beacon Wealthcare LLC since 2014, serving as an advisor within the firm’s five-person team. Beacon Wealthcare LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other institutions. The firm’s investment approach focuses on minimizing controllable costs and taxes using broadly diversified, low-cost indexed ETFs and indexed mutual funds, supported by Monte Carlo probability analysis and daily portfolio monitoring.

Wealth management Passive / index investing Tax-loss harvesting Income planning
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