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A trusted partner, clearly on your side.

Buckingham Strategic Partners (BSP)

BSP is committed to delivering holistic solutions that create a better wealth experience for its nationwide community of financial advisors and their clients. Beacon Hill Private Wealth is proudly part of this 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 nearly $50.1 billion of collective assets under management or administration (as of December 31, 2019).   > View Page

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (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.   > View Page

Dimensional Fund Advisors

Dimensional Fund Advisors 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.  The mission of Dimensional Fund Advisors 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.  > View Page

Investments & Wealth Institute (IWI)

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

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 here and here, respectively.

Financial Planning Association

The Financial Planning Association® (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.  > View Page

Fee-Only Network

Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (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.   > View Page