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Milestone Financial Planning
Founded in Bedford, New Hampshire, in 2003, Milestone Financial Planning structures its advisory work around the intersection of tax strategy and investment...
Milestone Financial Planning
Founded in Bedford, New Hampshire, in 2003, Milestone Financial Planning structures its advisory work around the intersection of tax strategy and investment management for individuals rather than institutions. The firm positions itself for mid-career professionals managing restricted stock units and stock options, and for clients approaching retirement who need to coordinate withdrawal sequencing with estate plans. That dual focus on compensation complexity and decumulation sequencing distinguishes its book from broad-market wealth managers. Milestone delivers planning across retirement income design, tax preparation, estate coordination, and investment portfolio management. The firm explicitly builds client strategies around stock-plan taxation, advising on RSU tax withholding, 401(k) optimization, and post-employment asset draws. Content published on the firm's site in May 2026 addresses 1099 errors on stock plans and the trade-offs between RSUs and stock options in job offers, signaling an active operational emphasis on equity-compensation planning. Geographic reach concentrates on New Hampshire and New England households. Milestone earned B Corporation certification in 2022, becoming the first New Hampshire investment advisor to hold the designation — a structural commitment that subjects the firm to third-party audits of social and environmental performance, worker policies, and governance. The firm has not publicly disclosed assets under management or advisory headcount, and it operates from a single location in Bedford. In May 2026, it published guidance on travel medical insurance alongside its stock-plan tax series. Milestone's hybrid architecture — an RIA that houses both CFP® practitioners and tax professionals under one roof — creates a structural differentiator in a market where financial planning and tax preparation are typically split across separate firms. The B Corp designation layers a legal accountability mechanism onto that integrated model, meaning the firm's governance charter obligates it to consider stakeholder impact beyond client returns.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bedford
Corporate office
Bedford, NH, United States
Frequently asked questions
Does Milestone Financial Planning operate as a single-family office or a multi-client advisory firm?
Milestone operates as a registered investment advisor serving multiple individual clients, not as a family office. The firm does not disclose its client count or asset base publicly. Its service model integrates financial planning, tax preparation, and investment management for mid-career professionals and pre-retirees, with a stated concentration on households navigating equity compensation.
What investment services does Milestone provide beyond financial planning?
The firm manages investment portfolios directly and advises on asset allocation, 401(k) strategy, and post-retirement income design. Milestone's public content emphasizes tax-aware investment decisions — particularly around restricted stock units, stock options, and retirement-account drawdown sequencing — rather than sourcing alternative investments or private deals.
Who leads investment decisions and client advisory at Milestone?
Milestone does not publicly name its principals, portfolio managers, or advisory team on its website or in available sources. The firm's public-facing materials reference a team of CFP® professionals and tax specialists, but no individual leadership biographies or investment-committee structure is disclosed.
Why is Milestone's B Corporation certification relevant to an allocator evaluating the firm?
B Corp status imposes legally binding governance requirements to balance profit with social and environmental impact, verified by third-party audit. For an allocator or peer advisor, the certification signals that Milestone's fiduciary governance includes stakeholder accountability mechanisms beyond standard RIA compliance, which may influence operational continuity and client-alignment philosophies.
What is Milestone's known posture on alternative investments or private markets?
The firm's published materials focus entirely on public-market portfolio management, tax planning, and retirement income. There is no indication in available sources that Milestone allocates client capital to private equity, venture capital, hedge funds, or direct co-investments.
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