Founder & Private Wealth Advisor
TOM@BEACONHILLPRIVATEWEALTH.COM
A Fiduciary, Planning-First Philosophy
I founded Beacon Hill Private Wealth to provide independent, fiduciary advice centered on disciplined planning, tax awareness, and evidence-based investing. I work with individuals and families facing complex financial decisions—helping them bring structure, clarity, and confidence to choices involving investments, taxes, retirement income, and long-term wealth transfer.
As a fee-only advisor, I provide guidance without commissions, proprietary products, or sales incentives. My role is to help clients make informed, well-reasoned decisions aligned with their goals and values.
Professional Background & Experience
Before founding Beacon Hill, I held senior leadership roles in wealth management, private banking, strategy, and product development at large financial institutions, including Merrill Lynch, Morgan Stanley, and American Express.
That experience gave me an inside view of how complexity, compensation structures, and scale can work against clients. Beacon Hill was built intentionally to offer a planning-first, client-aligned alternative—focused on long-term relationships rather than transactions.
Credentials That Support Complex Advice
My professional credentials are designed to support the needs of high-net-worth individuals and families navigating layered financial decisions:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- CPWA® – Certified Private Wealth Advisor®
- CIMA® – Certified Investment Management Analyst®
- RMA® – Retirement Management Advisor®
I earned my MBA from NYU’s Stern School of Business and hold a bachelor’s degree in Chemical Engineering.
Thought Leadership & Media
I share insights on wealth management, financial planning, and investing, and have been featured in national publications including Barron’s, Bloomberg, CNBC, Reuters, and Kiplinger. I also regularly provide background commentary to major financial media outlets. View selected media mentions.
Personal Values & Community
I grew up in rural Ireland and attended the United States Air Force Academy, where I developed a deep respect for integrity, discipline, and service—principles that continue to guide my work today.
Outside the office, I enjoy trail running, CrossFit, and spending time with my wife and two children. I’m actively involved in local schools, youth sports, and the Summit community.
Professional Memberships
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, Financial Planning Association (FPA)
- Member, Investments & Wealth Institute (IWI)
Learn More
Start a Conversation
If you’d like to learn more about how I work with individuals and families, I invite you to request an introductory conversation.
Request an Introductory Conversation
CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® certification marks are owned by Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® and Certified Private Wealth Advisor® are certification marks owned by Investments & Wealth Institute®. CIMA® and Certified Investment Management Analyst® are certification marks owned by Investments & Wealth Institute®. RMA® and Retirement Management Advisor® are certification marks owned by The American College of Financial Services®.
Use of these designations does not imply a certain level of skill or training beyond the respective certification requirements.