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.

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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.

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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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How to Protect Yourself from AI Deepfakes Stealing Your Money and Identity

As artificial intelligence (AI) advances, so do the tactics of cybercriminals. One of the most alarming threats today is the rise of AI-generated deepfakes; highly […]

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What the One Big Beautiful Act Means for Taxpayers

This past Independence Day, the One Big Beautiful Bill Act (OBBB) was signed into law, marking one of the most significant overhauls to the U.S. […]

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Changes to Student Loans Under the “Big Beautiful Bill”

Student loan reform is back in the spotlight with the passage of the One Big Beautiful Bill Act (OBBB). This sweeping legislation will dramatically change […]

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Q2 2025 Market Review

The quarter began with equity markets continuing and deepening the previous quarter’s slump to a free fall due to Trump announcing broad tariffs and the […]

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The Versatile Roth IRA

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]

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