Our Story
Our founders, Chip Hymiller, AIF®, CFP®, and Erin Campbell, CPA/PFS, CFP®, recognized early on that individuals and families face complex and interrelated financial issues especially when it comes to retirement planning, investment management and tax planning. The two established Beacon Financial Strategies in 2004 with a commitment to providing clients with a breadth of knowledge in comprehensive financial planning that most investment advisors lacked.
Learn more about Beacon’s history by listening to our podcast Finance in a Flash: The History of Beacon Financial Strategies.
Based in Raleigh, N.C., we draw on our tax knowledge to drive the financial and investment decisions that we help our clients make, while taking a long-term perspective toward achieving their goals. In addition to emphasizing tax efficiency in investments, as your advisors, we will develop a plan to help optimize taxes when it comes time to take distributions from your retirement accounts.
Moreover, as a fee-only, fiduciary advisory firm, we do not accept commissions or payments from other financial companies. Instead, we provide independent advice and embrace our legal obligation to make recommendations that are always in your best interests.
Our Team
Chip Hymiller, AIF®, CFP®
Chip is a founder and principal of Beacon Financial Strategies and serves as the firm’s Senior Portfolio Manager.
Erin Campbell, CPA/PFS, CFP®
Erin is a founder and principal of Beacon Financial Strategies and serves as the firm’s Tax and Financial Planning Manager.
Stephanie H. Murray, EA, CFP®
Stephanie is the firm’s Planning and Operations Manager.
John Matto John is the firm’s Portfolio Administrator.
Patrick Lamprey Patrick is the firm’s Client Service Administrator.