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
Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]Read More
August Market Recap
Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]Read More
401(k) Lifetime Income Illustrations
The SECURE Act, signed into law in 2019, requires sponsors of 401(k), and similar workplace retirement plans, to include two lifetime income illustrations at least once […]Read More
$3.5 Billion Budget Plan Gets House Approval
The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]Read More
Company Stock and Your Retirement Strategy
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]Read More