milestone financial planning milestone financial planning

New England Fee-Only Financial Advisors

Financial Planning & Investment Management Firm Located in Bedford, NH.

Milestone Financial Planning, LLC of Bedford, NH provides fee-only financial advice and investment management services to clients primarily in New Hampshire and Massachusetts. Our mission is to help you achieve your goals.

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.

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

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

Services Offered Include:

- Investment Management - Estate Planning
- Asset Allocation - Insurance Consulting
- Retirement Planning - Charitable Giving
- Tax Planning - Sustainable Investing
- College Planning - Inheritance Planning
- Stock Option Consulting - Financial Planning
- Opportunistic Rebalancing - Coordination amongst your personal advisors

Who we work with 

We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs.  This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service. Our fees are based on assets under management and to be cost effective for both the client and us we require a minimum level of $500,000 of investable assets. 

(603) 589-8010

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Contact Info

2 Commerce Drive
Bedford NH, 03110
Phone: (603) 589-8010
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