Jonathan C. Harrington, CFP^®

We (Milestone Financial Planning, LLC) provide financial planning and investment management services to individuals, trusts, and non-profit organizations. We are a fee-only firm and abide by fiduciary standards that place the interest of our clients ahead of our own. We do not accept commissions or referral fees from any third party and we do not sell any financial products. We provide a broad range of financial planning services including management of client investments. With a client’s consent, we coordinate our services with their other advisors, such as estate planning attorneys, tax accountants, and insurance agents. With regard to our investment philosophy, we believe that disciplined asset allocation is the primary determinant of investment performance and that the three most important things that investors should focus on are asset allocation, expenses, and taxes. Consequently, we create broadly diversified investment portfolios that are tailored to our clients’ unique circumstances, goals, and risk tolerance. We avoid market timing and speculation, which we do not believe are effective investment strategies. We generally recommend low cost (often institutional class) mutual funds and exchange traded funds, with low expense ratios, and low internal transaction costs. To the extent possible, we try to eliminate conflict of interests. Therefore, we do not sell any product, do not accept any commission and do not accept nor pay any referral fees.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes