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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.

Schedule a no-obligation meeting with us.

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Our Starter Kit

Through Bobby’s experience working with clients since 1990, he has developed a custom 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.

Wealth Management Services


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

February 7, 2023




Bobby Being Interviewed

on Lowcountry Live

September 21, 2020