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 designed to optimize after-tax returns
- Retirement income planning and withdrawal strategy coordination
- Social Security planning within a broader retirement framework
- Risk management, including insurance and asset protection strategies
- Long-term care planning
- Estate and legacy planning for wealth transfer and preservation
- Charitable and philanthropic planning strategies
- Advanced planning in collaboration with tax, legal, and estate professionals
- Guidance through market volatility and major financial decisions
Additional Information
Tom Geoghegan is the founder and Private Wealth Advisor at Beacon Hill Private Wealth. He works with high-net-worth individuals and families to help them navigate complex financial decisions through disciplined planning, tax-aware investing, and long-term strategy.
Before founding Beacon Hill, Tom held senior roles at Merrill Lynch and Morgan Stanley, where he focused on investment strategy, client experience, and advisory team development serving affluent and high-net-worth clients. He established Beacon Hill to provide independent, fiduciary-driven advice with an emphasis on transparency, personalization, and evidence-based decision-making.
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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