Business Details
22 Years
experience
Your Trusted Partner for Tax-Centered Financial Planning in Raleigh
Beacon Financial Strategies, established in 2004, is a fiduciary advisory firm based in Raleigh, N.C., specializing in tax-centered financial planning. Our team of certified professionals combines extensive tax expertise with comprehensive financial, investment, and retirement planning to help clients achieve long-term goals. As a fee-only firm, we prioritize client interests through independent advice, emphasizing tax efficiency in investment strategies and retirement distributions.With over two decades of experience, we deliver personalized plans tailored to life transitions, ensuring clients maintain financial certainty and strategic clarity. Our collaborative approach integrates financial planning, tax optimization, and portfolio management, supported by a commitment to continuous monitoring and adaptation to market and personal changes.
Services
Retirement Planning
Tax Planning
Investment Management
Estate Planning
Asset Protection
Financial Education
Details
- Year established: 2004
Highlights and features
- We are a fee-only fiduciary firm committed to acting in your best interest.
- Our team includes Certified Financial Planners and tax specialists with decades of combined experience.
- We focus on tax-efficient strategies to preserve wealth across generations.
- We provide personalized financial plans tailored to life transitions and retirement needs.
- Our process emphasizes continuous portfolio monitoring and adaptive financial strategies.
Associations and certifications
- Certified Financial Planner Board of Standards Inc.
Services
Retirement Planning
Our retirement planning service helps clients navigate pre-retirement, transition, and post-retirement phases. We focus on optimizing tax-efficient distributions, managing required minimum distributions, and ensuring financial longevity. By integrating investment management with tax strategies, we help clients maintain financial stability throughout retirement.
Tax Planning
We specialize in tax-centered financial strategies, including tax-efficient investment positioning, Roth IRA conversions, and charitable giving. Our approach minimizes tax liabilities across retirement accounts, brokerage accounts, and estate planning. We stay updated on tax law changes to provide actionable, compliant strategies for long-term wealth preservation.
Investment Management
Our investment philosophy emphasizes diversified, low-cost portfolios tailored to individual risk profiles. We prioritize tax-efficient asset allocation across 401(k)s, IRAs, and brokerage accounts. Continuous monitoring ensures alignment with evolving financial goals, market conditions, and client life stages.
Estate Planning
Estate planning services focus on preserving wealth for future generations. We collaborate with legal and tax professionals to create strategies for asset protection, charitable giving, and minimizing estate taxes. Our goal is to ensure seamless wealth transfer while maintaining client values and intentions.
Asset Protection
Asset protection strategies safeguard financial resources from unforeseen risks. We employ insurance solutions, legal structures, and tax-efficient methods to protect client assets. This service integrates with retirement and estate planning to ensure comprehensive financial security.
People
Chip Hymiller
Senior Portfolio Manager
Chip Hymiller, a Certified Financial Planner, co-founded Beacon Financial Strategies in 2004. He specializes in portfolio management and long-term investment strategies, leveraging over two decades of experience in fiduciary advisory services.
Erin Campbell
Tax and Financial Planning Manager
Erin Campbell, a Certified Public Accountant and Financial Planner, co-founded Beacon Financial Strategies. She focuses on tax-efficient financial planning, integrating tax expertise with retirement and investment strategies for over 20 years.
Stephanie Murray
Planning and Operations Manager
Stephanie Murray, a Certified Financial Planner and Enrolled Agent, manages financial planning and operations at Beacon. She specializes in tax and retirement strategies, with expertise in optimizing catch-up contributions for pre-retirees.
Dave Trettel
Wealth Advisor
Dave Trettel, a Certified Financial Planner, provides wealth advisory services at Beacon. He focuses on asset allocation, market strategy, and retirement income planning, bringing extensive experience in fiduciary financial guidance.
John Matto
Portfolio Administrator
John Matto serves as Portfolio Administrator at Beacon Financial Strategies, supporting investment management and client service operations. He contributes to portfolio monitoring and financial analysis with technical expertise.
Questions
What services does Beacon Financial Strategies offer?
We offer retirement planning, tax planning, investment management, estate planning, and asset protection services tailored to individual financial goals.
Are you a fiduciary financial advisor?
Yes, we are a fee-only fiduciary firm, legally obligated to act in your best interest without accepting commissions.
Do you work with clients outside Raleigh?
While based in Raleigh, NC, we serve clients nationwide through virtual consultations and digital financial planning tools.
How are your fees structured?
We charge transparent, fee-only rates based on assets under management, with no hidden costs or commission-based products.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Certified Public Accountants (CPA), and Enrolled Agents (EA) with specialized tax expertise.
How do you approach investment management?
We use diversified, low-cost portfolios tailored to risk tolerance, emphasizing tax efficiency and long-term growth aligned with client goals.
