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.
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
We manage our clients’ financial matters in a manner that allows them to focus on their families, their businesses, and their lives.
Learn More
Financial
Planning
Our financial planning process brings peace of mind, security and organization to an otherwise overwhelming part of our lives.
Learn More
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.
Learn More
Family
Wealth Plans
We assist families in building, managing, and preserving their wealth through tailored financial services.
Learn More