At Boston Hill Advisors, we integrate wealth management with solutions that leverage our expertise in financial planning, investment management, educational seminars, and corporate benefits. 

We are a federally registered, independent, and fee-only investment advisor.  Our backgrounds are in portfolio management, risk management, treasury, finance and institutional money management at some of the nation’s largest firms.  We utilize our collective 50 years of experience in a partnership to exceed client expectations, which allows us to build lasting, multi-generational relationships.

 

Boston Hill Advisors is the trusted advisor to hundreds of individuals, families, small businesses and charities. We specialize in financial planning, wealth management and investment solutions. We have a disciplined investment process that is results oriented. We help formalize our client’s vision for their retirement, family, business or charity in a holistic financial plan.  We listen closely to our client’s priorities and needs.  We build a customized investment strategy to meet those goals and objectives, and continuously monitor the integration of the plan with investment results.

 

Simply put - we help individuals and businesses build financial plans and put them into action.

 

Individuals

Business/Alumni

Integrated planning:
  - Asset allocation
  - Education goals
  - Retirement income planning
  - Cash flow analysis
  - Tax planning strategies
  - Asset protection
  - Protecting your survivors
  - Preserving estates
  - Gifting strategies
  - Trust services

Organization programs:
  - Seminars
  - Employee benefits
  - Insurance strategies
  - Business planning


Neither Boston Hill Advisors, LLC nor any of its employees provides specific tax or legal advice. We work with respected local attorneys and CPAs to assist in legal and tax matters.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

More Newsletters →