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

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

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.

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

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.    > Visit Page

Dimensional Fund Advisors

Dimensional is a fund company preferred 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

Vanguard Group

We also use funds and ETFs from Vanguard given their proven approach, low cost, and client-first culture.  Their shared mission: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.  > Learn More

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 $62 billion of collective assets under advisement (as of September 30, 2023).   > Read More

Flourish Cash

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

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