Tomas Geoghegan (CFP®, CIMA®, CPWA®, MBA, RMA®)
Tomas Geoghegan focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
- Comprehensive financial planning tailored to individual goals
- Tax-efficient investment strategies to optimize long-term returns
- Retirement income planning and withdrawal strategies
- Maximizing Social Security benefits within a broader retirement plan
- Risk management, including insurance and asset protection strategies
- Long-term care planning for financial security in later years
- Estate and legacy planning for wealth transfer and preservation
- Philanthropic and charitable giving strategies
- Advanced planning through collaboration with tax, legal, and estate professionals
- Guidance in navigating market uncertainty and financial decision-making
Explore our blog for evidence-based insights on financial planning and investment strategies.
Learn more about our evidence-driven investment approach.
Additional Information
Tom Geoghegan is the founder and Private Wealth Advisor at Beacon Hill Private Wealth. With extensive experience in wealth management and financial planning, he helps high-net-worth individuals and families simplify financial complexity and make informed financial decisions. His expertise includes strategic wealth planning, tax-efficient investing, and retirement income strategies tailored to sophisticated financial needs.
Before founding Beacon Hill, Tom held leadership roles at Merrill Lynch and Morgan Stanley, where he developed investment strategies and trained financial professionals in portfolio strategy serving high-net-worth clients. He established Beacon Hill to provide independent, fiduciary-driven wealth management with a focus on transparency, personalization, and evidence-based investing.
Education & Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Certified Investment Management Analyst® (CIMA®)
- Retirement Management Advisor® (RMA®)
- MBA – New York University’s Stern School of Business
- B.S., Chemical Engineering – New Jersey Institute of Technology
- United States Air Force Academy
Why Clients Work With Tom
- Extensive experience advising high-net-worth clients on complex financial decisions
- Deep knowledge of investment management, tax strategies, and risk mitigation
- Commitment to a transparent, evidence-based, and fiduciary-first approach
Growing up in rural Ireland, Tom attended the United States Air Force Academy, where he developed the discipline and leadership principles that guide his work today. He now lives in Summit, NJ, with his wife and children.
He serves on the Industry Advisory Board at the New Jersey Institute of Technology and the Summit Police Athletic League.
NAPFA Start Date
September 14, 2017
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