Milestone Financial Planning

About Milestone Financial Planning

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA, the rest scattered throughout the US) rely on us to provide comprehensive financial and retirement planning services with an emphasis on reducing lifetime taxes. We are a team of 12 professionals that value the impact of doing meaningful work for our clients while maintaining a work/life balance. 


We custody with Fidelity and manage $360M for 225 clients. Our investment strategy is passive, using primarily DFA (Dimensional Fund Advisors) funds and ETFs. 


We heavily emphasize tax planning and offer tax prep to clients through a related company. 


Milestone Financial Planning, LLC is an Equal Opportunity Employer and provides an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community. 


1 job with Milestone Financial Planning