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

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 →

Newsletters

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

More Newsletters →