Beacon Hill Private Wealth is intentionally built as an independent, planning-first advisory firm. We believe clients benefit when independence is supported by aligned professional standards, independent custody, and institutional-quality resources.
The organizations and providers below reflect how we operate—fee-only, fiduciary, and focused on disciplined implementation.
Professional Standards and Fiduciary Commitment
National Association of Personal Financial Advisors (NAPFA)
NAPFA supports fee-only financial planners with standards that emphasize comprehensive planning and a fiduciary approach. > Visit Page
Financial Planning Association (FPA)
The FPA supports high standards of professional competence, ethical conduct, and clear disclosure for CERTIFIED FINANCIAL PLANNER™ professionals. > Visit Page
Investments & Wealth Institute (IWI)
IWI is an advanced education provider and standards body for wealth advisors. CPWA®, CIMA®, and RMA® professionals are bound by the Institute’s Code of Professional Responsibility. > Visit Page
Fee-Only Network
Fee-Only Network is a directory of fee-only advisors who meet compensation and ethical standards. > Visit Page
Independent Custody and Account Safekeeping
Independent Custodians: Fidelity and Schwab
Client accounts are held with independent custodians such as Fidelity Investments and Charles Schwab. Accounts are held in your name, and statements and confirmations are sent directly to you. Beacon Hill does not take custody of client funds, as described in our Form ADV.
Evidence-Based Investment Implementation Partners
Dimensional Fund Advisors
Dimensional applies academic research to systematic implementation, with an emphasis on diversification, cost discipline, and tax-aware trading where applicable. > Learn More
Vanguard Group
We may use funds and ETFs from Vanguard where appropriate, reflecting a long-standing focus on low costs. > Learn More
Additional Institutional Investment Resources
In certain client circumstances, Beacon Hill may evaluate additional institutional investment managers to address specific diversification, risk management, or asset class needs. Availability does not imply recommendation, exclusivity, or suitability for all clients. Any allocation decisions are made in the context of the client’s objectives, constraints, and overall plan.
AQR
AQR offers a range of systematic, research-driven investment strategies that may be used selectively within broader portfolio construction based on a client’s objectives and constraints. > Learn More
Cliffwater
Cliffwater provides institutional investment resources and access vehicles that may be considered in specific planning and portfolio contexts, including for clients with unique allocation needs. > Learn More
Stone Ridge
Stone Ridge offers investment strategies that may be evaluated as supplemental tools within a client’s overall allocation and risk framework when appropriate. > Learn More
Advisor Platform and Extended Capabilities
Focus Partners Advisor Solutions (FPAS)
Beacon Hill Private Wealth is part of the FPAS community, a national advisor platform designed to support independent firms with institutional-level resources across investment research, planning strategy, operations, compliance, and technology.
The Focus Partners Advisor Solutions community collectively supports advisors managing or advising more than $44.73 billion of client assets (AUM/AUA as of December 31, 2024). > Read More
Cash Management Solutions
Flourish Cash
For clients who prefer a more organized approach to cash management, Beacon Hill can facilitate access to Flourish Cash, a digital cash platform designed for individuals working with fiduciary advisors.
Flourish Cash is designed to provide competitive yields on cash balances and expanded FDIC insurance coverage through participating program banks. > Learn More
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References to third-party organizations, custodians, platforms, and investment providers are for informational purposes only. Logos and trademarks are the property of their respective owners and are used for identification. Inclusion does not imply endorsement, sponsorship, affiliation, or recommendation. Advisory services are provided only pursuant to a written agreement and disclosures in our Form ADV.