Dedham, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fox Hill Wealth Management
Team
Firm-wide stats for Fox Hill Wealth Management
About
Fox Hill Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering financial planning, investment management, retirement plan consulting and retirement plan management, and coordinating estate‑planning work with third‑party specialists. The firm operates on a fee‑only basis and generally manages client assets on a discretionary basis.
The firm implements client portfolios using an asset‑allocation framework that combines passive and active strategies and relies on both fundamental and quantitative analysis. It generally uses model portfolios but will construct customized allocations when needed, and some strategies incorporate hand‑selected holdings and options-based hedging techniques.
Noteworthy distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team advisers, and its explicit provision of retirement plan services including acting as an ERISA investment manager in certain engagements. The firm is a relatively recent SEC registrant and oversees roughly $290 million with a small team of advisers, and it does not take custody of client assets, instead working through independent custodians.
Based on Fox Hill Wealth Management
Expertise
Based on Fox Hill Wealth Management
Location
84 Bridge Street
Dedham MA 02026
Advisors at this office
6
Advisors at this office
Jethro K
Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.
Ian M
Series 65
Dedham, MA
Fox Hill Wealth Management
Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.
Eric B
Series 65
Dedham, MA
Fox Hill Wealth Management
Eric Benz is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary approach with portfolios constructed from a combination of passive and active strategies using both fundamental and quantitative analysis.
William R
CFP®, Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
William Ryan is a CFP® with 20 years of industry experience, currently serving at Fox Hill Wealth Management. He has previously worked at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities, and has operated Ryan Financial Strategies since 2011, where he also provides tax preparation services. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm utilizes a combined passive and active asset-allocation approach and employs both model and customized portfolios.
Patricia W
CFP®, Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Patricia Welsh is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She currently works at Fox Hill Wealth Management and has previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary management approach using a blend of passive and active strategies, model portfolios, and customized allocations including options-based hedging techniques.
Michael B
Series 63, Series 65
Dedham, MA
Fox Hill Wealth Management
Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)