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.

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.

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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Beware of These Life Insurance Beneficiary Mistakes

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]

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Key Retirement and Tax Numbers for 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Year in Review

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]

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