Milestone Financial Planning, LLC

Personalized financial advice, uniquely tailored to you.

Connect with our team of CFP® professionals and CPAs to streamline your investments and finances while working to reduce your lifetime taxes and develop a lifetime income plan. Elevate your financial future with our collaborative and integrated approach.

We are dedicated to serving you through all life’s circumstances, from long-term marriages and blended families to suddenly single. Our team is well-versed in aiding mature professionals and their families unravel life’s complexities to achieve their financial goals. From intensive tax and estate planning to managing investment portfolios and planning for long-term care, we provide tailored solutions for you and your loved ones.

Our team is methodical in our approach. We provide on-going evaluations and adjustments specifically tailored with your financial goals in mind to provide you with a more complete experience. Whether you’re heading into your peak earning years or retirement is just around the corner, we can help get your financial affairs in order and prepare for your next journey in life.

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

342 Wadleigh Falls Rd Newmarket, NH 03857-2189 Phone: (603) 589-8010 Fax: (678) 649-8834

Primary Office

3 Executive Park Dr Ste 200 Bedford, NH 03110-6954 Phone: (603) 589-8010 Fax: (978) 649-8834

Other Offices

6 Crusade Road Westford, MA 01886 Phone: (603) 589-8010
319 Littleton Rd, Suite 307 Westford, MA 01886 Phone: (603) 589-8010
20 Depot Street, Suite 310-12, Peterborough,, NH 03458 Phone: (603) 589-8010
342 Wadleigh Falls Rd Newmarket, NH 03857-2189 Phone: (603) 589-8010 Fax: (678) 649-8834