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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Beacon Wealthcare LLC
Beacon Wealthcare is an SEC-registered RIA in Raleigh, NC providing financial planning and portfolio construction for individuals and families, including entrepreneurs. Portfolios are built primarily with ETFs, complemented by municipal bonds and cash as needed, and coordinated with tax, estate, and charitable planning. The firm custodies with Charles Schwab and meets clients in a renovated early-20th-century home office designed for planning-focused conversations.
Team overview
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Owner & Executives
GEOFFREY ALLAN HALL II
Financial Advisor, Owner
- CRD
- #2705496
- Ownership
- 25% but less than 50%
JARED B KORVER
Financial Advisor, General Partner, Owner
- CRD
- #6372106
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Daniel Ryan Logan
Financial Planner
- CRD
- #7064473
ELLEN BOSSERMAN MARTIN
Financial Planner
- CRD
- #6424629
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,329,055 | $344,190 |
| Non-Discretionary | $1,992,791 | $110,711 |
| Total | $308,321,846 | $339,562 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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