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

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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