Jonathan Harrington| CFP®, MSFP, MST
Milestone Financial Planning, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bedford, NH 3110
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jonathan Harrington is a Fee-Only Financial Planner and Tax Professional serving the areas of Westford, Groton, Dunstable, North Chelmsford, Chelmsford (MA), Bedford, Nashua, Hollis, Hudson, Brookline (NH), Ogunquit, Wells & York (ME) as well as many other areas. Milestone Financial Planning, LLC. specializes in providing objective financial planning to help clients build, manage and protect their assets through life's transitions.
Jon Harrington as been providing financial planning and tax advice to individuals and families since 2004. After spending 4 years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for 7 years providing financial counseling services for military personnel and their families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016.
Jon earned his Masters of Science in Financial Planning with distinction and Masters of Science in Taxation from Bentley University and is a Certified Financial Planner® practitioner. He earned his Bachelor of Science in Economics and Finance, cum laude, from Bentley University.
Jon commissioned into the Army in 2011 and is a Civil Affairs Officer in the U.S. Army Reserve. He deployed to Djibouti Africa from 2013-2014 in support of Operation Enduring Freedom during which he was awarded the Joint Service Commendation Medal.
Jon is member of the Financial Planning Association and is the Co-Chair of the Financial Planning Association of Massachusetts’ Military Pro Bono program.
Jon lives on the NH seacoast with his wife and young daughter and enjoys spending time with his family.
At Milestone Financial Planning (MFP), we help you answer this question by providing fee-only investment management and financial planning services. Our mission is to help you achieve your goals.
At MFP, you will work directly with one of our CFP advisors and also be supported by their team of associates.
MFP has a fiduciary responsibility to its clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors offer. We also coordinate your plan with other professionals outside our firm at your direction - estate planning attorneys, insurance agents, real estate brokers, etc., to assist you with implementing our financial planning recommendations.
Our value to you, in excess of our cost to you, is 1) estate/financial planning and the creation/maintenance of a goal-focused (not market-driven) portfolio 2) long-term historical perspective (markets rise 3/4 of the time; expect short-term falls of an average of 30% every 5 years) and 3) behavioral counseling. Consider us your big mistake prevention.
All wealth is created from hard work, thrift and initiative. This is why most inherited wealth is gone within one generation. If you want your created or inherited net worth to last, you need to implement, monitor and update a financial plan. In today's complicated environment of investments, taxes, laws and regulations, this can be incredibly difficult without professional assistance. Please contact us to help you: Email us
We have clients in many different states, and can accept a client in any state in the USA.