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
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 […]Read More
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. […]Read More
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 […]Read More
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 […]Read More
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 […]Read More