Beacon Hill Private Wealth is intentionally built as an independent, planning-first advisory firm. We believe clients benefit when independence is supported by aligned partners, institutional-quality resources, and shared fiduciary standards.
The organizations and providers below help reinforce our commitment to objective advice, transparent custody, and disciplined implementation—while keeping Beacon Hill accountable to our clients.
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 lists vetted 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.
Evidence-Based Investment Implementation Partners
Dimensional Fund Advisors
Dimensional applies academic research to portfolio design and systematic implementation, with an emphasis on diversification, cost discipline, and tax-aware trading where applicable. > Learn More
Vanguard Group
We also use funds and ETFs from Vanguard, reflecting their long-standing focus on low costs and an investor-first culture. > Learn More
Additional Institutional Investment Resources
In certain client circumstances, Beacon Hill may access 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.
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 seeking a more efficient approach to cash management, Beacon Hill offers 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
