Clarity Through Every Life Transition

Whether you're grieving, growing, or planning ahead—we’re here with clarity, compassion, and a unified approach.

Legal, tax, and wealth planning all under one roof. Serving Virginia and beyond.

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Why Beacon is Different

Real People. Real Guidance. Real Integration.
Most firms focus on products. At Beacon, we focus on people. We guide families through their most important life transitions with a uniquely integrated, mentorship-based approach. Here’s what makes us stand out:

We start with clarity, not complexity.
No jargon. Just real conversations that lead to confident decisions.
Everything under one roof.
Our all-in-one model means your attorney, tax advisor, and financial planner are on the same team—yours.
Mentorship mindset.
We’re not just advisors, we’re lifelong guides. As your life evolves, so does our support.
Tailored to real life.
Whether you're grieving a spouse, selling a business, or raising young kids, we meet you where you are.

Explore Our Approach

What We Offer

Estate Planning

Wills, trusts, powers of attorney, and everything in between. Thoughtfully designed for your life, your values, and your legacy.

Advance Medical Directive (AMD) & Power of Attorney (POA)
Estate Design & Asset Protection
Trusts

Let's Help You Plan With Purpose

Wealth Planning & Management

More than investing. We coach you through wealth-building strategies that align with your goals, values, and season of life.

Wealth Planning
Wealth Management
Investor Coaching

Align Your Wealth with Your Purpose

Tax Strategy & Preparation

From simple filings to complex strategy—we take a proactive approach to reduce taxes and maximize opportunity.

Tax Preparation
Tax Strategy
Accounting & Bookkeeping

Let's Optimize Your Tax Plan

Clarity for Every Chapter of Life

No matter what brings you here, you're not alone. We help individuals and families navigate some of life’s most personal transitions—with empathy and practical expertise.

You’ve recently lost your partner and now, financial decisions fall on your shoulders. You’re curious, cautious, and craving clarity. We're here to help you slow down, feel safe, and move forward one decision at a time.
You’re earning well, but the money feels scattered. Between soccer practice, school drop-offs, and building your business or career, you’re asking: How do we make this last? We’ll help you grow with intention and replace financial confusion with clarity.
You’re balancing college move-ins, career milestones, and caring for aging parents—all in a season that feels both full and fast-moving. You’ve done a lot—and now you’re looking for a partner who can help simplify the complex. We’ll bring your legal, tax, and wealth planning into one clear, integrated strategy, so you can keep showing up for the people who matter most.
You care deeply about the people you serve and you only refer to those you trust. If you're a CPA, attorney, realtor, or faith leader, let’s collaborate to create lasting impact for your clients.