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Work with a Team You Can Trust

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

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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 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

Town Hall Meetings

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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.