Raleigh, NC Clarks Branch Drive Office

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.