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
Third Quarter Market Review
Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]Read More
Is a High-Deductible Health Plan Right for You?
In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]Read More
Women Face Challenges in a Post-Pandemic World
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]Read More
Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]Read More
Proposed Tax Legislation
The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]Read More