Milestone Financial Planning acquires Mosaic Financial Advisors

Milestone Financial Planning acquires Mosaic Financial Advisors

By -Published On: January 1, 2022-Categories: Uncategorized-

We are pleased to announce that Milestone Financial Planning, LLC has acquired Mosaic Financial Advisors, LLC of Westford, MA. The acquisition is an extension of the longtime friendship and working relationship between Mosaic’s founder, Kathryn Lund, CPA, CFP®, MSFP, MBA, MST, and Milestone’s founders, Jennifer Climo, CPA, CFP®, MSFP, and Jean Fullerton, CFP®. The newly combined firm broadens our shared base of knowledge, and connections with other professionals including attorneys, accountants, and insurance agents, and expertise in planning for special needs, non-traditional families, suddenly single, multi-state employment, taxation, and estate planning complexities.

Milestone will continue to operate as a fee-only, no-commission financial planning firm with a fiduciary duty to put clients’ interests before our own, providing financial management for individuals, couples, non-profits, and trusts. All advisors are Certified Financial Planners, and in addition, two of Milestone’s advisors are Certified Public Accountants.

Milestone now has three offices: Bedford, NH; Newmarket, NH; and Westford, MA.

Milestone Financial Planning, LLC is a fee-only financial planning firm in Bedford NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services, and have unlimited access to our advisors. We receive no commissions or referral fees. We put our clients’ interests first.  If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors .

Sign up below to receive blog updates.

This field is for validation purposes and should be left unchanged.
Related articles
Go to Top