Services

Investment Management
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Financial Planning
Beacon Hill Investment Advisory is a generalist in all areas of financial planning, except for Investment Management, in which we are specialists. We are not incentivized to bring any particular solution, only the best. We will identify strengths, weaknesses, and opportunities for your total financial picture, including insurance gaps and needs, estate planning requirements, and tax issues. (Learn More)

Retirement Plans
You are focused on running your business. Therefore; we focus and offer expert services to run your corporate retirement plan. Our specialties include: Profit Sharing – 401(k), Safe Harbor; SEP; SIMPLE; Money Purchase; Defined Benefit. (Learn More)

Family Office Services
We assist families in building, managing, and preserving their wealth through tailored financial services. The family office integrates resources to facilitate asset protection, risk management, inter-generational transfer of wealth, financial education, family values and philanthropy. (Learn More)