Tom Geoghegan

CFP®, CIMA®, CPWA®, RMA®, MBA

Beacon Hill Private Wealth LLC

Founder & Private Wealth Advisor

Tom Geoghegan

CFP®, CIMA®, CPWA®, RMA®, MBA

Beacon Hill Private Wealth LLC

Founder & Private Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you simplify life and optimize your financial resources to achieve your life goals. - Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA®, MBA

Certified Financial Planner™ and Certified Private Wealth Advisor® in Summit NJ providing financial planning and investment management for executives, engineers, and business owners. Clients are smart and savvy professionals in their 30's - 50's.

Tomas Geoghegan is a Summit, NJ fee-only financial planner. Beacon Hill Private Wealth LLC provides comprehensive wealth management and evidence-based investing to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tomas Geoghegan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, to replace the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. 

As a former Wall Street executive, I bring a 20-year track record developing and deploying investment management and banking solutions to meet the needs of high net worth clients and trained those considered to be elite advisory teams on how to best serve these clients. Beacon Hill Private Wealth was designed to improve on that model to deliver what our clients need – a clear view of their wealth, a dynamic goals-based planning process that adapts to changes in life circumstances and clear, evidence-based investing - all delivered under an independent fee-only fiduciary model that places our clients' best interests first.

I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Private Wealth Advisor® professional, with a Master of Business Administration from the Stern School of Business at New York University and a bachelor’s degree in Chemical Engineering. I built a distinguished career at large institutions, including Merrill Lynch, Morgan Stanley and American Express. Beacon Hill Private Wealth is the capstone of that journey, where I can draw upon the best experiences I gained across these previous roles. 

When I am not serving clients, I enjoy spending time with my wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. My personal fitness regimen includes cross-fit and ultra-marathon trail running. I am active in my children’s schools and sports organizations and the local Summit community. 

Tom Geoghegan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Tom Geoghegan, CFP® founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. An experienced former Wall Street executive, Tom advised those considered to be top advisors in the industry and recognized that clients are demanding and deserve a model that better meets their needs – a model that starts with placing client interests first.

Why Beacon Hill Private Wealth? Beacon Hill Private Wealth was designed to deliver what our clients need – a clear view of their wealth, a dynamic planning process that adapts to changes in life circumstances and clear, evidence-based, smart investing. What can you expect from the experience? It’s like having your own private family office.

To learn more, read "Experience Is Everything".

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Employee Stock - ISO, NQO, RSUs
  • Retirement Income Planning
  • Investment Management
  • Tax Strategies and Planning
  • College Education Planning

Ideal Clients

  • Engineer, Attorney or Technology Executive
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Real Time Planning Sessions
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Tom Geoghegan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPWA - Certified Private Wealth Advisor
    Tom Geoghegan is a Certified Private Wealth Advisor ® (CPWA®)

    The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.

  • CIMA - Certified Investment Management Analyst
    Tom Geoghegan is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

  • Retirement Management Advisor® (RMA®)
    Tom Geoghegan is a Retirement Management Advisor® (RMA®)

    The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.

  • National Association of Personal Financial Advisors (NAPFA)
    Tom Geoghegan is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Tom Geoghegan is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Dimensional Funds
    Beacon Hill Private Wealth LLC is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

  •  Buckingham Strategic Partners
    Beacon Hill Private Wealth LLC is a Member of Buckingham Strategic Partners

    We know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
    Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients.

Contact Tom Geoghegan

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Office Locations:

  • 350 Springfield Avenue, Ste 200
    Summit, NJ 07901

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