YOUR FINANCIAL PARTNER
Proud to serve clients throughout Maine and beyond.
At Milestone Financial Planning, we’re proud to serve clients throughout Maine and beyond. With offices conveniently located in neighboring New Hampshire, our team of CFP® professionals are here to provide personalized, fiduciary financial advice wherever you are.
Kennebunk, ME
Serving Kennebunk allows us to support individuals and families who value thoughtful planning and long-term financial security. We provide personalized financial guidance designed to help clients manage wealth, plan for retirement, and navigate life’s transitions with confidence in a community known for its tradition and coastal charm.
Kennebunkport, ME
In Kennebunkport, we work with clients who seek a disciplined and strategic approach to preserving and growing wealth. From retirees to business owners, we deliver tailored financial planning and investment strategies that align with the town’s distinctive lifestyle and long-term financial priorities.
Ogunquit, ME
Ogunquit’s vibrant coastal community calls for financial planning that balances lifestyle enjoyment with prudent long-term strategy. We help clients create customized plans that support income needs, investment goals, and legacy planning—providing clarity and confidence at every stage of the financial journey.
Wells, ME
Serving Wells means partnering with clients who value stability, foresight, and personalized advice. We offer comprehensive financial planning and investment management solutions designed to help individuals and families build, protect, and sustain wealth in a community shaped by both growth and tradition.
York, ME
In York, we guide clients through thoughtful financial planning focused on long-term success and peace of mind. Our advisory services are designed to address evolving financial needs—from retirement planning to wealth preservation—while reflecting the character and values of one of Maine’s most established coastal communities.
Leading the way to a more inclusive and sustainable economy.
Milestone Financial Planning is proud to announce that we are the first investment advisor in New Hampshire to earn the B Corporation certification. B Corps are for-profit companies that seek to be a force for good by helping to build a more inclusive and sustainable economy.
