Milestone Financial Planning, LLC, based out of Bedford, NH, is a prominent local investment advisory firm with a strong track record in the financial planning industry. With over 80 individual clients and an impressive $353,364,000 in assets under management, they have established themselves as a trusted partner for individuals seeking expert guidance in wealth management.
The firm operates from four strategically located offices, enabling them to serve clients effectively across the region. While 401K and individual accounts account for a minority of their assets under management, Milestone Financial Planning, LLC possesses the expertise and capacity to effectively manage employer funds. Remarkably, all the assets they manage are discretionary, showcasing the confidence clients have in their investment strategies.
Catering primarily to high-net-worth individuals, Milestone Financial Planning, LLC is equipped to address the unique financial challenges faced by this clientele. Their compensation structure is diverse, encompassing different types such as a percentage of assets under management and fixed fees, ensuring a tailored approach to each client's needs.
With a team of 13 dedicated professionals, including 8 experienced investment advisors, the firm boasts an impressive average of approximately $44,170,000 in assets under management per investment advisor. Notably, Milestone Financial Planning, LLC prides itself on retaining long-tenured advisors like Jonathan Harrington, Jean Fullerton, and Jennifer Climo, who bring their wealth of knowledge and experience to the benefit of their clients.
Through their comprehensive financial planning services and commitment to delivering personalized solutions, Milestone Financial Planning, LLC continues to be a trusted partner for clients seeking to achieve their financial milestones.