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

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

More Newsletters →