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Anne Z

CFP®

Dublin, OH

Beacon Hill Investment Advisory, LLC

Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.

Private / alternative investments Real estate investing General retirement planning Wealth management Founder/Business Owner
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Mark F

CFP®, Series 65

Dublin, OH

Beacon Hill Investment Advisory, LLC

Mark Fissel is a CFP® and Series 65-credentialed financial advisor with 17 years of industry experience, currently associated with Beacon Hill Investment Advisory, LLC. He has longstanding ties to the City of Bellefontaine since 2008 and has operated Fissel Floor Covering, Inc. since 2004. Outside of advisory work, he is a member and partner in a real estate acquisitions and development company, The Allen Group, LLC. Beacon Hill Investment Advisory offers discretionary investment management to individuals, trusts, and corporate retirement plans, managing over $90 million in client assets. The firm provides a documented investment process with regular portfolio reviews and family-office services, and is involved with an affiliated Opportunity Zone real estate fund.

Private / alternative investments Real estate investing General retirement planning Wealth management Founder/Business Owner
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William S

CFP®, Series 63

Dublin, OH

Beacon Hill Investment Advisory, LLC

William Shorthill is a CFP® professional with 18 years of experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. Prior to that, he operated W.B. Shorthill & Associates, LLC for four years. He serves as a board member of FPA Central Ohio, contributing to continuing education and professional development initiatives. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing approximately $91.7 million in client assets. The firm emphasizes a documented investment policy and strategic asset allocation, offering family-office services and involvement with an affiliated Opportunity Zone real estate fund.

Private / alternative investments Real estate investing General retirement planning Wealth management Founder/Business Owner
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Clint E

CFA®, Series 65

Dublin, OH

Beacon Hill Investment Advisory, LLC

Clint Edgington is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Beacon Hill Investment Advisory, LLC since 2008. Outside of his advisory role, he is a managing member of Edgington Enterprises, an investment-related business focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans. The firm serves both individual and high-net-worth clients, offering family-office services and managing portfolios that typically include mutual funds, ETFs, individual stocks, and bonds.

Private / alternative investments Real estate investing General retirement planning Wealth management Founder/Business Owner
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