Erin Campbell

CFP®, CPA, PFS

Beacon Financial Strategies

Financial Advisor

Erin Campbell

CFP®, CPA, PFS

Beacon Financial Strategies

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Erin Campbell, CFP®, CPA, PFS

(919) 803-3801

Fee-Only Financial Advisor serving Raleigh, NC area.

Erin Campbell is a Raleigh, NC fee-only financial planner. Beacon Financial Strategies provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Erin Campbell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Erin is a principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration with a concentration in Accounting (1999). Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning.

Since 1999, Erin has worked with clients in a full-time capacity in the areas of tax and financial planning. Erin’s specific areas of concentration are stock option planning and AMT minimization strategies for executives, cash flow and budgeting analyses, retirement and assisted living feasibility assessments and education savings projections.

Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is a former Chair of the NCACPA Young CPA Cabinet and serves on the Financial Literacy Council. Erin has also served as Treasurer (2008-2010) of the Greater Raleigh chapter of the National Association of Women Business Owners (NAWBO).

In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.

Erin Campbell is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Beacon Financial Strategies was established in 2004 with the purpose of helping individuals and families make sound and strategic financial decisions. In many cases, our clients are faced with complex and interrelated financial issues that require the expertise and depth of an advisory firm with the breadth of knowledge that most investment advisors lack.

Our coordinated approach to financial planning, tax, and investments is unique. In addition, our proactive and “high touch” approach to client communication provides our clients with a peace of mind in knowing that their financial future is in good hands.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Erin Campbell is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Erin Campbell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Erin Campbell is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Erin Campbell

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Office Locations:

  • 8319 Six Forks Road
    Suite 101
    Raleigh, NC 27615

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