Jamie Milne
CFP®, CDFA®
Milne Financial Planning
Financial Advisor
Jamie Milne
CFP®, CDFA®
Milne Financial Planning
Financial Advisor
We specialize in answering your retirement questions clearly and honestly. As a fiduciary, we have always put client interests first. - Jamie Milne, CFP®, CDFA®
We are based in Vermont and New Hampshire but service clients in all states.
Jamie started Milne Financial Planning in 1996 after being frustrated with the type of advice recommended as an licensed insurance agent. "Advice has to be honest and it has to be advice we would recommend to 'mom'". Being indepenent is the only way to be objective and it allows us to tell it like we see it. Being Fee-Only, our only compensation comes directly from our clients.
Jamie started Milne Financial Planning of 20 years ago to provide independent, high quality financial advice with one thing in mind: you and your goals.
Jamie takes his fiduciary oath seriously, and Milne Financial Planning is Fee-Only by choice ensuring all recommendations are free from product compensation conflicts. Jamie understands that finances can be stressful and time consuming – so he strives to build a trusting relationship with clients to ease their financial concerns.
Besides financial planning, Jamie enjoys running, cars, skiing, biking, and spending time with his family.
Jamie Milne is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
- Portfolio Advice
Working Together
- Virtual Meetings
- Fixed Fee Services
- No Product Sales
- Educating you
Professional Designations & Affiliations
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Jamie Milne is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jamie Milne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Jamie Milne is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Jamie Milne
Office Locations:
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20 W Canal St
Suite 13
Winooski, VT 05404 -
770 Railroad Street
St. Johnsbury, VT 05819
