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James is dedicated to helping clients meet their investment needs and achieve their life goals by developing wealth management plans around their long term goals. As an independent advisor, Tony will have your best interest above his own and the broker dealer. For more than 19 years he has helped a select group of qualified individuals, business owners

At Beacon Financial Strategies, we help clients achieve their goals, utilizing our extensive tax knowledge to drive financial and investment decisions. Based in Raleigh, N.C., our fiduciary advisory firm is dedicated to tax-centered financial planning that helps give you certainty that we are focused on your long-term well-being and that you are on