Beacon Hill Investment Advisory merges with W. B. Shorthill & AssociatesBy Mark Fissel
Posted on June 20th, 2012
Columbus, OH June 20, 2012: Beacon Hill Investment Advisory, an investment advisory firm specializing in financial planning, investment management, and advising corporate retirement plans has merged with W.B.
Shorthill & Associates, LLC.
“We are excited to have Bill on the platform and are confident our mutual clients will benefit from his experience and vast knowledge of financial planning. Bill represents the best of our industry and, importantly, he shares the value of always keeping his clients’ interest first.” said Mark Fissel, CFP®, a partner of Beacon Hill.
William Shorthill, owner of W.B. Shorthill & Associates retired from the U.S. Army as a Major in 1995. He was authorized to use the Certified Financial Planner ™ designation in 1999. He has spent the last sixteen (16) years helping clients achieve their financial goals. Mr. Shorthill is active in the local Financial Planning Association chapter as a board member, the Sponsorship committee chair and Symposium committee member.
“As an individual operating a financial planning practice, I saw the benefits of a team approach for my clients. After meeting the Beacon Hill partners, I realized that our clients would be better served through collaborative efforts. The fee-only model that Beacon Hill employs is consistent with my lifelong approach” said Bill Shorthill, CFP®.
W.B. Shorthill & Associates serves a geographically diverse client base. Both parties will maintain their respective offices for their clients’ convenience and will operate under the name Beacon Hill Investment Advisory, LLC. Beacon Hill is a fee-only investment advisor that specializes in investment management, financial planning and corporate retirement plans.
Additional information about the firm can be found at www.BeaconHillAdvisory.com or by calling (614) 469-4685.