Tomas Geoghegan (CFP®, MBA)

Tomas Geoghegan focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Tom Geoghegan, CFP® MBA 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. A highly 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.

Additional Information

Tom’s passion as the founder of Beacon Hill is grounded in 20+ years of experience in the financial industry and based on his passion for helping others see their own goals more clearly, and then implementing a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way.

Tom's track record as a highly accomplished wealth management and private banking executive with leadership roles in strategy, client experience and the development and deployment of investment management and banking products. During those years he provided 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. Tom ultimately came to the conclusion that an independent firm with a planning-first model and an evidence-based investment approach was better suited for clients. He decided to build a firm that would deliver just what he believed he and his family should expect and deserve from an advisory firm; now he is sharing that model with his clients.

Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Master of Business Administration from the Stern School of Business at New York University and a bachelor’s degree in Chemical Engineering, and has built a career at large institutions, including Merrill Lynch, Morgan Stanley and American Express. Beacon Hill Private Wealth is the capstone of his career, where he can draw upon the best experiences he has across previous roles.  

When he is not serving clients, Tom enjoys spending time with his wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. He is active in his children’s schools and sports organizations and the local Summit community.  Tom also 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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This Office

350 Springfield Ave Ste 200 Summit, NJ 07901-4610 Phone: (908) 608-8444