Directory
Mission statement
Milestone Financial Planning
Milestone Financial Planning, LLC
Protected through
- Certified B Corporation
What they do
Milestone Financial Planning provides wealth management, tax strategy, and investment management services for mid- to late-career professionals and families. They offer retirement planning, estate planning, and guidance on stock options and long-term care.
“To serve as a force for good by helping to build a more inclusive and sustainable economy through high standards of social and environmental performance, transparency, and accountability.”
Status
Private
Industry
Financial Services & Fintech
Headquarters
Bedford, New Hampshire
Founded
2016
Sources (4)
- Milestone Financial Planning, LLC - Certified B Corporation - B Lab GlobalB Lab directory · retrieved 2026-06-07
- Certified B Corporation® | Milestone Financial PlanningCompany website · retrieved 2026-06-07
- What Being a B Corporation Means for Milestone | Milestone Financial PlanningCompany website · retrieved 2026-06-07
- Milestone Financial Planning earns national recognition | Business | unionleader.comNews article · retrieved 2026-06-07
Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.