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Certified B Corporation®

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.  

We join other B Corps such as Patagonia, Danone, and ReVision Energy, by meeting the highest verified standards of social and environmental performance, transparency, and accountability. To date, there are more than 2,700 B Corps in 150 industries. B Corps institute company policies that consider not just shareholder value, but their impact on clients, employees, community, and the environment.