Beacon Financial Strategies Corp.

Beacon Financial Strategies Corp., established in 2004, is a fee-only financial planning and investment management firm based in Raleigh, NC. The firm, managed by Nathan R. “Chip” Hymiller, III and Erin P. Campbell, specializes in managing assets on both discretionary and non-discretionary bases. Services offered include Net Worth Management, Investment Management, Tax Preparation, and Corporate Sponsored Retirement Plan Consulting. Beacon Financial Strategies acts as a fiduciary, prioritizing clients' best interests and not receiving sales commissions. The firm provides tailored advisory services to individuals, pension and profit sharing plans, trusts, estates, and corporations, without imposing account minimums. Investment strategies focus on strategic asset allocation, utilizing a mix of passively and actively managed funds. Clients receive periodic updates and reports, and fees are based on a percentage of assets under management, with no minimum investment requirement. Beacon Financial Strategies does not engage in performance-based fees and does not vote proxies for client securities. The firm maintains a strong financial condition and does not require prepayment exceeding $1,200 per client, six months in advance.