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Our alliances and affiliations.



National Association of Personal Financial Advisors (NAPFA)

National Association of Personal Financial Advisors (NAPFA)

NAPFA provides Fee-Only financial planners across the country with strict guidelines for professional competency, comprehensive financial planning, and Fee-Only compensation. NAPFA is dedicated to the advancement of Fee-Only financial planning and fiduciary principles.   > Visit Page



Dimensional Fund Advisors (DFA)

Dimensional Fund Advisors

Dimensional is a mutual fund company preferred by Beacon Hill Private Wealth for its evidence-based investment approach, pursuing higher expected returns through advanced portfolio design, management and trading.  Dimensional's mission is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner.  > Learn More



Investments & Wealth Institute (IWI)

Investments & Wealth Institute (IWI)

The IWI is a professional association, advanced education provider, and standards body for financial advisors who embrace excellence and ethics. CPWA® , CIMA® and RMA® professionals are bound by the Institute's Code of Professional Responsibility.   > Learn More



Fidelity Investments

Independent Custodians: Fidelity and Schwab

We turn to independent custodians Fidelity Investments and Charles Schwab to ensure that our clients’ managed accounts are held safely and securely. Your accounts are held strictly in your name, with account statements and reporting sent directly to you. Read more about Fidelity’s and Schwab’s security protocols here and here, respectively.


Financial Planning Association (FPA)

Financial Planning Association

The FPA is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals. The FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.  > Visit Page




Fee-Only Network

Fee-Only Network

Every financial planner, financial advisor and investment manager on the Fee Only Network has been vetted to meet the high standards of NAPFA for strict fee-only compensation and ethical obligation.  Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals.  Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own.  Independent:  Not affiliated with any brokerage firm, bank, or insurance company.   > Visit Page



Buckingham Strategic Partners (BSP)


Buckingham Strategic Partners (BSP)

Our colleagues at BSP are committed to delivering holistic solutions that create a better wealth experience for a nationwide community of financial advisors and their clients. Beacon Hill Private Wealth is proudly part of the BSP community - united in our fiduciary pledge to act in our clients’ best interests and help investors and their families safeguard their financial futures and achieve their life’s most important goals. Collectively, the BSP community represents over $52 billion of collective assets under management or administration (as of December 31, 2020).   > Read More



Flourish Cash

Flourish Cash

Our cash management solution provides clients with a competitive rate for their cash, as well as up to 8X the FDIC insurance limit through the program's participating banks.  > Learn More

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