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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FAFSA Opens on October 1

For those with children attending college next year, the Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, […]

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Retirement Savings in a Volatile Market

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]

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July 2022

Markets Continue Decline in Q2from Clint Edgington, CFA With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the […]

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Inflation Protection for Investment Dollars

For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely used measure of inflation […]

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Q2 2022 Market Review

With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the second quarter extended these trends. […]

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