Beacon Financial Strategies

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We are an independent financial planning firm located in Raleigh, NC. We work for our clients in a fiduciary, fee-only capacity and do not sell commissioned investment or insurance products. As such, our advice-driven solutions are based only on our client's best interest.

We work with individuals and families as they seek to make sound financial decisions. In many cases, our clients are faced with complex and interrelated financial issues that require the expertise and depth of an advisory firm with the breadth of knowledge that most "investment advisors" lack. Our coordinated approach to financial planning, tax and investments is unique. In addition, our proactive and "high touch" approach to client communication provides our clients with a peace of mind in knowing that their financial future is in good hands.

We hope that you will consider our firm if you are searching for an advisory practice that operates objectively and in your best interest. If you believe we may be a good fit to help you and your family achieve your financial goals, please contact our office to obtain more information or to schedule a no obligation introductory meeting. We look forward to hearing from you!

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/.

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.

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).

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).

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