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We work best with clients that have at least $1,000,000 with us
so we can fully use our talents and service offerings.
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Our Starter Kit
Through Bobby’s experience working with clients since 1990, he has developed a unique financial planning process called The Beacon Experience™.
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Wealth Management
Our company provides our clients financial security through wealth management with integrity, professionalism, and a caring touch.
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Market Updates
Co-authored by Brad McMillan and Sam Millette at Commonwealth Financial Network.
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Bobby Being Interviewed
by Coastal Community Foundation
December, 2023
Bobby Being Interviewed on SC Business Review
Bobby Being Interviewed
on SC Business Review
February 7, 2023
Bobby Being Interviewed
on Lowcountry Live
September 21, 2020
Second Opinion Service:
Planning For:
Community Involvement
Chamber Music Charleston. www.chambermusiccharleston.org
Lowcountry Food Bank. www.lowcountryfoodbank.org
Lowcountry Orphan Relief. www.lowcountryorphanrelief.org
Coastal Crisis Chaplaincy. http://coastalcrisischaplain.org/
Communities in Schools. www.communitiesinschools.org
Carolina Youth Development Center. www.cydc.org
Lowcountry Open Land Trust. www.lolt.org
John vonLehe Roper Cancer Fund. www.rsfhfoundation.org
East Cooper Land Trust. www.eastcooperland.org
Operation Home. http://operationhome.org/
Boy Scouts of America. www.scouting.org
Thyroid, Head and Neck Cancer (THANC) Foundation. thancfoundation.org
The Slade Dozier Foundation. sladedozierfoundation.org
The Nick Price Foundation. www.nickpricefoundation.org
LOWVELO Bike Ride for Cancer Research. lowvelo.org
The Leukemia & Lymphoma Society. www.lls.org
Tricounty Family Ministries. www.tricountyfamilyministries.org/
Windwood Family Services. https://windwoodfarm.org/
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
