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.

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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.

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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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Q2 2024 Market Review

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

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Maximize Your Tax Savings by Utilizing a Health Savings Account

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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Do You Need to Pay Estimated Tax?

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]

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Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]

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