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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Can Home Improvements Lower Your Tax Bill? It Depends

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Social Security 101

Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]

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Saving for College: 529 Plan vs. Roth IRA

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Q1 2024 Market Review

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

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New High Interest Savings Accounts Help Ohio Homebuyers

The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence.  Ohio residents aged 18 or older […]

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