Josh Gallogly, CFP<sup>&reg;</sup> - Financial Advisor

Josh Gallogly, CFP®

EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®

Milestones Financial, LLC

970 Northwest Blvd
Columbus, OH 43212-3845
FINANCIAL ADVISOR'S WEBSITE
(614) 349-1095

General

Josh Gallogly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestones Financial, LLC in Columbus, OH and the surrounding communities.

Financial Advisor Overview

Josh Gallogly, CFP®, EA serves clients age 50+ who like maintaining full control over their money and provides professional advice on things like reducing their tax bill, investing smarter, and creating retirement income. Josh is the Managing Member and Founder of Milestones Financial, LLC, a Columbus, Ohio fee-only, hourly financial advisor serving clients locally and nationwide, thanks to his simple but secure virtual platform.

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Financial Advisor Experience

Josh Gallogly, CFP®, EA is passionate about helping individuals and families navigate their financial journeys with confidence, offering customized, flat fee and hourly financial planning services tailored to meet each client's unique needs. His goal is to provide clarity and peace of mind, especially for those looking to secure their retirement. Having spent more than 10 years as a Registered Nurse (RN), Josh honed his skills in compassionate communication and gained a deep understanding of people's needs and challenges. Paired with his extensive knowledge in financial planning, this enables him to provide clients with well-rounded and empathetic support. As a CERTIFIED FINANCIAL PLANNER® professional and enrolled agent (EA) of the IRS, Josh is dedicated to delivering advice that puts his clients’ best interests first, always. His specialties include: • Flat Fee Financial Planning Services: A personalized, in-depth review that can cover everything from tax strategies and retirement planning to portfolio assessment, cash flow planning, insurance review, and estate planning. • Retirement Income Plan Review: Targeted guidance for those nearing or enjoying retirement, helping clients understand spending capacities, adapt to changing economic landscapes, and establish tax-efficient withdrawal strategies. • Hourly Financial Advising Services: Flexible, on-demand support for returning clients, providing financial check-ins and customized advice as needs evolve. Josh's blend of financial expertise and a client-focused approach ensures that his clients feel empowered to make informed decisions, allowing them to enjoy a confident, secure retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources