Business Details
Your Trusted Partner for Comprehensive Financial Advisory Services
Beacon Hill Investment Advisory has established itself as a trusted boutique wealth management firm since its founding. As a fee-only fiduciary, we prioritize client interests above all else, offering comprehensive investment management, financial planning, and retirement solutions tailored to individual needs. Our team of certified professionals brings decades of combined experience in crafting personalized strategies that align with clients' life goals and risk tolerance. We specialize in constructing diversified portfolios grounded in academic research, balancing active and passive management approaches to optimize returns while maintaining cost efficiency.Our commitment to transparency extends to every aspect of our practice, from clear fee structures to ongoing portfolio reviews that ensure alignment with evolving client circumstances. By integrating investment management with holistic financial planning, we empower clients to achieve financial security while focusing on their families, businesses, and personal aspirations.
Services
Investment Planning
Financial Planning
Corporate Retirement Planning
Family Office Services
Wealth Management
Highlights and features
- We operate as a fiduciary, legally obligated to act in our clients' best interests at all times
- Our fee-only structure eliminates conflicts of interest by prohibiting product commissions or incentives
- We combine academic research with practical experience to construct optimized investment portfolios
- Our team includes Certified Financial Planners and Chartered Financial Analysts with decades of experience
- We provide ongoing portfolio reviews and financial plan updates to adapt to changing life circumstances
Services
Investment Planning
Our investment planning service creates customized portfolios aligned with client goals and risk tolerance. We combine academic research with market analysis to optimize asset allocation using both passive and active management strategies. Ongoing portfolio reviews ensure continued alignment with evolving financial objectives and market conditions.
Financial Planning
We provide comprehensive financial planning covering retirement strategies, tax optimization, and estate planning. Our process includes four initial meetings to establish goals, review documentation, and develop tailored strategies. Quarterly reviews ensure plans remain current with life changes and financial developments.
Corporate Retirement Planning
We design customized corporate retirement plans including 401(k)s and defined benefit plans. Our services cover plan implementation, investment monitoring, and participant education. We help businesses attract talent while ensuring compliance with regulatory requirements and fiduciary responsibilities.
Family Office Services
Our family office services provide integrated wealth management for multi-generational asset protection. We coordinate investment strategy, estate planning, and philanthropy while offering specialized services like liability management and family governance education to preserve wealth across generations.
Portfolio Optimization
We optimize portfolios through rigorous analysis of asset classes and investment vehicles. Our approach balances cost efficiency with performance potential by evaluating active vs passive management options. Regular rebalancing ensures portfolios maintain strategic alignment with client objectives and market realities.
People
Mark Fissel
CFP, AIF
Mark Fissel brings extensive financial planning expertise to Beacon Hill, focusing on creating personalized wealth strategies that align with clients' life goals and risk tolerance through comprehensive financial analysis.
Clint Edgington
CFA
Clint Edgington applies his Chartered Financial Analyst expertise to investment research and portfolio management, utilizing market analysis to develop data-driven investment strategies that balance risk and return potential for clients.
William B. Shorthill
CFP
William Shorthill specializes in retirement planning and estate strategies, helping clients navigate complex financial decisions with a focus on long-term security and intergenerational wealth transfer solutions.
Anne Zavaglia
CFP
Anne Zavaglia provides comprehensive financial planning services, specializing in tax-efficient strategies and investment management solutions tailored to clients' unique circumstances and financial objectives.
Questions
What services does Beacon Hill offer?
We provide investment management, financial planning, corporate retirement solutions, and family office services tailored to individual and institutional clients' specific needs.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries, legally obligated to act in our clients' best interests at all times with our fee-only compensation structure.
How do you determine investment strategies?
We analyze market data, academic research, and client risk profiles to create diversified portfolios combining appropriate active and passive management approaches.
Do you work with out-of-state clients?
While based in Ohio, we serve clients nationwide through virtual consultations and digital document management systems for comprehensive financial planning.
How often are portfolios reviewed?
We conduct quarterly portfolio reviews and annual comprehensive financial plan updates to ensure alignment with changing market conditions and client circumstances.
