We are a fee-only fiduciary practice. That means we charge you directly — never a fund company, never a broker — so the advice you get is the advice that is right for you, not the advice that pays us best.
Request an introduction call Our services
Focused, narrow, and done well. We don't try to be everything — we are excellent at a handful of things our clients need most.
Tax-aware withdrawal sequencing, Social Security timing, and a written plan you understand.
Low-cost, diversified portfolios. We rebalance, harvest losses, and report clearly twice a year.
Coordination with your CPA on Roth conversions, charitable giving, equity comp, and estate moves.
Plans that survive the next generation. Trusts, beneficiaries, gifting strategy, and family meetings.
Beacon Hill Wealth Advisors was founded in 2014 by two former brokers who left the industry to do this the way they always wanted to: as fiduciaries, paid by clients, never by funds. Today we are five people serving about 90 households.
Beacon Hill Wealth Advisors has served families and businesses across Boston with the same simple promise: do the work well, charge fairly, and answer the phone.
"After two decades with a national broker, I switched to Beacon Hill and saw immediately what real fiduciary advice looks like. Lower fees, better communication, and zero pressure."
D. Nakamura Client since 2019
Send a quick note and we'll come back within one business day. No call required.