# Beacon Financial Strategies Corp.
Source: https://planprovider.pro/provider/beacon-financial-strategies-corp

> Tax-centered planning is the hallmark of this Raleigh-based advisory practice in North Carolina’s Research Triangle. Beacon Financial Strategies Corp. works…

Retirement Plan Advisor

Raleigh, NC

## 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/](https://www.beaconfinancialstrategies.com/)

Founded: 2004

## Office Locations

- Raleigh, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $277.1M

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