Beacon Financial Strategies Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$300,754,464
Clients
140
Advisors
4
across 2 offices
About
Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm offers net worth management (a combined financial planning and ongoing investment management service), standalone investment management, tax preparation as an ancillary service to advisory clients, and retirement plan consulting and fiduciary services.
Beacon’s investment approach uses a core-and-satellite framework with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions; portfolios are globally diversified and tailored to each client’s goals, time horizon and risk tolerance. The firm operates as a fiduciary for retirement accounts, discourages market timing, and generally custody client assets through a major institutional custodian.
Compared with many peers of its size, Beacon combines comprehensive net-worth coordination with plan-level fiduciary work — including discretionary plan management for some corporate retirement plans — and offers tax preparation as an integrated add-on, rather than a standalone product. The firm is fee-only (no commission-based compensation), provides net worth reports that incorporate approximations for illiquid assets, and leaves proxy-voting responsibility with clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000+: 0.80%
$400 per hour
Minimum fee: $1,875 per quarter for Investment Management; $2,500 per quarter for Net Worth Management Fee-only: Fee-only financial planning and investment management; no commissions received
Main office
See office7100 Six Forks Road, Suite 135
Raleigh NC 27615
Advisors at this office
3
Offices (2)
Most active in
North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Erin C
CFP®, Series 63, Series 65
Raleigh, NC
Beacon Financial Strategies Corp.
Erin Campbell is a CFP® professional with 21 years of experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where she has worked since 2004. She holds Series 63 and Series 65 licenses and is one of three advisors at the firm. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering comprehensive net worth management, retirement plan consulting, and tax preparation as an ancillary service.
Stephanie M
Series 63, Series 65
Raleigh, NC
Beacon Financial Strategies Corp.
Stephanie Murray is a financial advisor at Beacon Financial Strategies Corp. in Raleigh, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Financial Strategies since 2013. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach with passively managed index funds and ETFs as the core and selectively applied active strategies in satellite positions, offering comprehensive net worth management and retirement plan fiduciary services.
Nathan H
CFP®, Series 65
Raleigh, NC
Beacon Financial Strategies Corp.
Nathan Hymiller is a CFP® with 23 years of industry experience, currently serving at Beacon Financial Strategies Corp. in Raleigh, NC, where he has worked since 2004. He holds a Series 65 license and focuses on financial planning and investment management. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active strategies, offering net worth management, retirement plan consulting, and tax preparation as an ancillary service.
David T
CFP®, Series 66
Raleigh, NC
Beacon Financial Strategies Corp.
David Trettel is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Beacon Financial Strategies Corp. in Raleigh, NC, where he has been since 2024. His prior experience includes roles at Baird, Strategic Wealth Designers, Weston Banks Wealth Partners, Charles Schwab, and WELLS FARGO Advisors. Beacon Financial Strategies serves individual clients, including high-net-worth households, and corporate retirement plan sponsors. The firm uses a core-and-satellite investment approach with a combination of passive index funds and selectively applied active strategies, offering comprehensive net worth management alongside retirement plan consulting and fiduciary services.
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