Achieve your dreams while sleeping well at night.

Peace of mind...

Peace of mind…that’s what we offer. Since founding Beacon Hill, we have relentlessly focused on our core principles so our clients can rest easily. In every aspect of our business, we pride ourselves on being clear and completely upfront with our clients. As a "fee-only" firm, we do not accept any kickbacks or incentives for recommending any products.

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investment management
investment management

Independence. Diligence.
Transparency.

Beacon Hill Investment Advisory is a boutique wealth management firm. We manage our clients’ financial matters in a manner that allows them to focus on their families, their businesses, and their lives.

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investment management

Investment
Management

We manage our clients’ financial matters in a manner that allows them to focus on their families, their businesses, and their lives.

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financial planning

Financial
Planning

Our financial planning process brings peace of mind, security and organization to an otherwise overwhelming part of our lives.

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parts

Retirement
Plans

We develop strong retirement plans that will help your business attract and retain the best talent…while you focus on your business and your life.

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service

Family
Wealth Plans

We assist families in building, managing, and preserving their wealth through tailored financial services.

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Final 401(k) Catch-Up Regulations: What Employers and Savers Need to Know

The IRS has released final regulations on 401(k) catch-up contributions under the SECURE 2.0 Act, bringing clarity to how older and higher-income workers can save […]

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Navigating Medicare Open Enrollment

If you have Medicare coverage, the Medicare Open Enrollment period is a good time to review your options, compare costs, and make sure that your […]

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Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees. […]

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Q3 2025 Market Review

The third quarter continued the trends from last quarter, fully recovering from the drop due to tariff scares this past spring.  Equity markets ended at […]

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How to Protect Yourself from AI Deepfakes Stealing Your Money and Identity

As artificial intelligence (AI) advances, so do the tactics of cybercriminals. One of the most alarming threats today is the rise of AI-generated deepfakes; highly […]

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