Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professionals, are physically located in Bedford, NH, Newmarket, NH, Westford, MA and Peterborough, NH but also service clients around the country. Our advisors come from a variety of different backgrounds, are LGBTQ+ friendly, and have many years of combined experience providing financial advice to a diverse set of clients. Our advisors incorporate tax planning in all our financial plans along with an array of other financial planning services.

We will meet with you in person or via video. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.