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.

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.

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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$1.2 Trillion Bipartisan Infrastructure Plan

Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]

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Small Business Tax Fairness Act

The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]

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PPP Loan Forgiveness Made Easier

The Small Business Administration (SBA) is opening an online “Direct Forgiveness” portal starting August 4th, 2021.  The portal will simplify the forgiveness  process for borrowers […]

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Tips for Managing an Inheritance

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

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2021 Child Tax Credit

The American Rescue Plan, signed into law by President Biden this past March, increases the child tax credit for 2021 for many taxpayers. Those with […]

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