Meet Our Certified Financial Planner™
And Operations Team
Who We Are
Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professionals, are physically located in Bedford, NH and Newmarket, NH but also service clients around the country. Our advisors come from a variety of different backgrounds, are inclusive, and LGBTQ friendly, and have years of combined experience providing financial advice to a diverse set of clients. At Milestone our advisors incorporate tax planning in all our financial plans along with an array of comprehensive financial planning services.
We are currently meeting in person or via video. We serve clients throughout the U.S. and are notice-filed in MA, NH, ME, VT, CT, PA, LA, CA and TX