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Jonathan Harrington (CFP®, MSFP, MST)

Jonathan Harrington focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Jon has been providing financial planning and tax advice to individuals and families since 2004. After spending 4 years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for 7 years providing financial counseling services for military personnel and their families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016.

Jon earned his Masters of Science in Financial Planning with distinction and Masters of Science in Taxation from Bentley University and is a Certified Financial Planner® practitioner. He earned his Bachelor of Science in Economics and Finance, cum laude, from Bentley University. 

Jon commissioned into the Army in 2011 and is a Civil Affairs Officer in the U.S. Army Reserve. He deployed to Djibouti Africa from 2013-2014 in support of Operation Enduring Freedom during which he was awarded the Joint Service Commendation Medal.

Jon is member of the Financial Planning Association and is the Co-Chair of the Financial Planning Association of Massachusetts’ Military Pro Bono program.

Jon lives on the NH seacoast with his wife and three children and enjoys spending time with his family.

Additional Information

Jon also has significant Human Resources experience from his role in the United States Army. In 2016 he earned the Senior Professional in Human Resources (SPHR) Designation.

Jon has signficant experience working on finanical matters for members of the United States Armed Forces and the Federal Government.

NAPFA Start Date

February 09, 2017

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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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Visit Website Download vCard
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

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

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