FEE-ONLY

Financial Advisors

We provide fee-only financial advice and investment management services to clients throughout New England, primarily in NH & MA.

CERTIFIED

Financial Planners

You will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team.

EXPERT

Tax Advice

We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision.

New England Fee-Only Financial Advisors

"Will your money outlive you, or will you outlive your money?"

Financial Advising, Financial Planning & Investment Management Firm located in Bedford, NH.

At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with other professionals outside our firm at your direction - estate planning attorneys, insurance agents, CPAs, etc., to assist you with implementing our financial planning recommendations.

Value of Financial Planning

The value that we provide to our clients includes:

1) Creation and maintenance of a goal-focused investment portfolio.

2) Integrated financial planning covering all aspects of your financial life. 

3) Unlimited access, as needed, for any personal financial questions or concerns.

 Our Financial Management service includes:

Latest Blog Posts

Ongoing commentary about relevant financial planning topics.

Who We Are

Meet our Milestone Financial Planning team.