Nominated as a Five Star Wealth Manager in 2011 and 2010.  Click here to learn about this award http://www.fivestarprofessional.com/2011/

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.

 
Calculators

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.

Cost of Retirement

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

More Newsletters →