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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As Your Parents Age, Help Them Protect Their Finances

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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SECURE 2.0 Act Expands Early Withdrawal Exceptions

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and […]

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How Taxes Impact Your Retirement-Income Strategy

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare […]

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Reasons to Roll

When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), […]

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