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
We assist families in building, managing, and preserving their wealth through tailored financial services.Learn More
As Your Parents Age, Help Them Protect Their Finances
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]Read More
SECURE 2.0 Act Expands Early Withdrawal Exceptions
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]Read More
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and […]Read More
How Taxes Impact Your Retirement-Income Strategy
Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare […]Read More
Reasons to Roll
When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), […]Read More