Jamie Milne

CFP®, CDFA®

Milne Financial Planning

Financial Advisor

Jamie Milne

CFP®, CDFA®

Milne Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jamie Milne, CFP®, CDFA®

802-476-0602

Fee Only Financial Planner With Offices in Burlington, Barr, and St. Johnsbury, VT

Jamie Milne is a Barre, VT fee-only financial planner. Milne Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jamie Milne is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning.  Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such as:

  • Determining that you have enough money for retirement
  • Timing Social Security benefits
  • Verifying sustainable retirement spending
  • Discussing tax-efficient withdrawal strategies
  • Matching portfolio allocation with retirement needs and goals

Jamie Milne’s insights provide recommendations designed for each individual client and takes his fiduciary oath seriously. Beyond retirement planning, Jamie has been helping client’s make financial decisions since 1996. This includes but is not limited to topics such as divorce planning, education funding, and investments.

On his free time, Jamie enjoys tinkering on cars, water and snow skiing, road biking, and spending time with his family. 

 

If you would like to learn more, please visit www.milnefeeonly.com or call us at (800) 360-0662.

Jamie Milne is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Milne Financial Planning has been helping clients achieve their financial goals since 1996. We understand the importance of having a trusted relationship with your financial adviser. We are proud to be a fiduciary to all clients – as we analyze and create our recommendations, we put our client’s best interests first. We are also independent and Fee-Only which means the advice you receive is unbiased and conflict free due to the fact that we do not sell investment or insurance products.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jamie Milne is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jamie Milne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Garrett Planning Network - GPN
    Jamie Milne is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

Contact Jamie Milne

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Office Locations:

  • 51 Church Street
    Barre Granite Association
    Barre, VT 05641
  • 76 Ethan Allen Drive
    Suite 4
    South Burlington, VT 05403
  • 770 Railroad Street
    St. Johnsbury, VT 05819

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