TOM@BEACONHILLPRIVATEWEALTH.COM
Meet Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA®, MBA
Founder & Private Wealth Advisor
I started Beacon Hill Private Wealth to provide independent, fiduciary advice – centered on planning, tax efficiency, and evidence-based investing. I work with high-net-worth families to help them make informed, well-structured decisions about their wealth – especially around tax planning, retirement income strategies, investment management, risk mitigation, and generational/estate planning.
Before founding Beacon Hill, I held senior roles in strategy, client service, and product development for high-net-worth clients. That experience gave me a clear view into how traditional models can create complexity and misaligned incentives—insights that led me to build a firm focused on transparency, clarity, and long-term partnership.
I hold the CERTIFIED FINANCIAL PLANNER® designation, along with advanced credentials that support complex wealth management:
- CPWA® (Certified Private Wealth Advisor®), focused on the needs of high-net-worth individuals
- CIMA® (Certified Investment Management Analyst®), emphasizing advanced investment strategy
- RMA® (Retirement Management Advisor®), which deepens my expertise in retirement income planning
I earned my MBA from NYU’s Stern School of Business and a bachelor’s degree in Chemical Engineering.
I’ve shared insights with national financial outlets including Barron’s and Bloomberg, and regularly contribute background on financial planning and wealth management topics to major newspapers and digital media.
I grew up in rural Ireland before attending the United States Air Force Academy, where I developed a deep respect for integrity, discipline, and service – principles that continue to guide my work and the mission of Beacon Hill.
Outside the Office
Away from work, I enjoy trail running, CrossFit, and spending time with my wife and two children – whether cheering from the sidelines or playing board games. I’m also actively involved in school and community programs.
Connect and Learn More
Professional Memberships
- CERTIFIED FINANCIAL PLANNER™ professional listed at the CFP Board
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, Financial Planning Association (FPA)
- Member, Investments & Wealth Institute (IWI)
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