Milestone Financial Planning, LLC

Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professionals, are physically located in Bedford, NH, Newmarket, NH, Westford, MA and Peterborough, NH but also service clients around the country. Our advisors come from various backgrounds, are LGBTQ+ friendly, and have many years of combined experience providing financial advice to a diverse set of clients. At Milestone our advisors incorporate tax planning in all our financial plans along with an array of other financial planning services.