Beacon Financial Strategies Welcomes Bill Dix, CFP® and Manuela Meyer

In Asset Allocation, Company News by Chip Hymiller

Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® principals of Beacon Financial Strategies, are pleased to announce that William “Bill” Dix, CFP®, founder of Raleigh-based Fortune Management, LLC, has joined the firm.

“We are very excited to have the opportunity to work alongside an industry veteran with the knowledge, experience and reputation that Bill brings to the table,” said Chip Hymiller, CFP®.  “We believe that adding a professional with Bill’s expertise will be very beneficial to our firm as we move forward in this ever-changing and complex financial environment.”

Erin Campbell continued, “We are also thrilled that Bill’s long-time assistant, Manuela Meyer will be joining the Beacon team.  Manuela has provided Fortune Management clients a high level of service for more than 16 years and we look forward to utilizing her many talents at Beacon.”

“Manuela and I are looking forward to introducing our clients to Beacon Financial Strategies,” said Bill Dix.  “Getting to know Chip and Erin on both a personal and professional level over the last decade or so has been both a pleasure and professionally rewarding.  They are both highly skilled, energetic and driven professionals who are committed to serving their clients.  Manuela and I share their long term vision and look forward to what the future holds.”

About Beacon Financial Strategies

Beacon Financial Strategies, a Registered Investment Advisor, was established in 2004 by Chip Hymiller and Erin Campbell with the purpose of helping individuals and families make sound and strategic financial decisions.  In many cases, Beacon clients are faced with complex and interrelated financial issues that require the expertise and depth of a professional advisory firm, with the breadth of knowledge that most investment advisors lack.

Beacon’s coordinated approach to financial planning, tax and investments is unique and serves to provide clients with a peace of mind in knowing that their financial future is in capable hands.

Find out more about Beacon Financial Strategies at www.BeaconFinancialStrategies.com.

About Fortune Management, LLC

Fortune Management, LLC, a Registered Investment Advisor, was founded in 1992 by Bill Dix.  Until merging with Beacon Financial Strategies in 2017, Fortune Management, LLC provided personal financial planning and investment management services to individuals and families.