Beacon Financial Strategies Corp.

About Beacon Financial Strategies Corp.

<p>Tax-centered planning is the hallmark of this Raleigh-based advisory practice in North Carolina’s Research Triangle. Beacon Financial Strategies Corp. works as a fiduciary and uses tax considerations to guide investment choices and long-range financial decisions.</p> <p>Founded in 2004, the firm works with individuals across the retirement timeline, including mid-career professionals, pre-retirees, and retirees. Its planning ties together investment strategy with the tax impact of contributions, withdrawals, and account structure.</p> <p>Beacon Financial Strategies Corp. also provides 3(21) fiduciary services for retirement plans, supporting plan sponsors with investment guidance while the sponsor retains final decision-making authority.</p> <p>As of 2026, the firm reports $0.3B in assets under management. A key differentiator is its emphasis on integrating tax strategy into both personal planning and retirement plan advice, rather than treating taxes as a separate step.</p> <ul> <li>Fiduciary financial advice and investment guidance</li> <li>Tax-centered financial planning for individuals and families</li> <li>3(21) fiduciary services for retirement plan sponsors</li> <li>Support for major life and retirement transitions</li> </ul>

Website: https://www.beaconfinancialstrategies.com/

Founded: 2004