Milestone Financial Planning, LLC

Milestone Financial Planning is a Certified B-Corp fee only financial planning firm in New England. We are fiduciaries who put the needs of our clients before our own. We also place a high amount of value on taking care of our employees and providing them with a work environment that creates balance and a sense of purpose in their lives. Milestone is constantly evolving, and this change is driven collectively by our employees for the betterment of all.