We are Beacon Investment Management, a Registered Investment Advisor based in Raleigh, NC. We would like to raise your expectations for financial advice.

We confidently deliver our value proposition:

 Controlling what we can; costs, taxes, market under-performance, 

and planning for what we cannot; market uncertainty,

we can help you live a better life.

 Our benchmark is your success not the S&P 500.

To learn more, please visit Our Approach section for a brief overview. If you have specific questions or would like to arrange a free, no obligation consultation, please contact us.

OUR SITE INCLUDES: 
 Friday Brief section contains all of our our weekly client updates.

 Resources page contains some of the publications that influence our strategic and tactical thinking as well as recent economic news. 

 Clients section (protected by password) offers the latest daily, monthly, and quarterly performance reports.  The Clients section also provides detailed information about the securities held in our model portfolios.

Clients, you can now view expanded reporting on your accounts, your current plan and archives of earlier plans.