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.
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.
We manage our clients’ financial matters in a manner that allows them to focus on their families, their businesses, and their lives.Learn More
Our financial planning process brings peace of mind, security and organization to an otherwise overwhelming part of our lives.Learn More
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.Learn More
College Forecast: Skepticism Toward Higher Education Rises
A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]Read More
Q3 2023 Market Review
The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]Read More
New Life for Your Old Insurance Policy
Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]Read More
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]Read More
Q2 2023 Market Review
The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]Read More