Beacon Financial Strategies

At Beacon Financial Strategies, we empower our clients through trusted advice, utilizing our extensive tax knowledge to drive financial and investment decisions. Our fiduciary advisory firm is dedicated to tax-centered financial planning, focusing on your long-term well-being and helping you achieve your objectives. We understand the interconnected nature of financial, tax, and investment decisions and recognize the impact that a partnership with our team of planning, tax, and investment professionals can have on making strategic financial decisions.

Whether you're at the height of your career, within 10 years of retirement, or already retired, it's crucial to think strategically about how your spending, saving, and investing can have an impact for decades to come. Our tax-focused financial planning helps ensure that taxes do not erode what you've worked diligently to build. We take a unique, tax-centered perspective to your money and investments, providing expertise in the financial services industry to help you reach your goals.

Our founders, Chip Hymiller and Erin Campbell, recognized early on that individuals and families face complex financial issues, especially in retirement planning, investment management, and tax planning. They established Beacon Financial Strategies in 2004 with a commitment to providing clients with comprehensive financial planning. As a fee-only, fiduciary advisory firm, we do not accept commissions or payments from other financial companies, ensuring that our advice is always in your best interests.

Our team, including Chip, is dedicated to developing a plan tailored to your needs, emphasizing tax efficiency in investments and optimizing taxes when it comes time to take distributions from your retirement accounts. Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals.