Jennifer Davidson

CFP®, CPA

Milestone Financial Planning, LLC

Financial Advisor

Jennifer Davidson

CFP®, CPA

Milestone Financial Planning, LLC

Financial Advisor

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

(603) 589-8010

Fee-Only Financial Planning, Investment Management, and Tax Services for Westford, MA and Bedford, NH region

Jennifer Davidson is a Bedford, NH fee-only financial planner. Milestone Financial Planning, LLC 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, Jennifer Davidson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Milestone Financial Planning, LLC was created by the merger of WJM Financial, LLC of Bedford, NH and Milestone Financial Planning, Inc. of Dunstable MA in February 2016. Jean Fullerton and Jennifer L. Davidson provide a full service investment management, financial and tax planning experience. They are supported by an Executive Assistant and a Client Services Manager.

Jennifer L. Davidson, CPA MSFP CFP - Owner and Senior Advisor

Jennifer has been working with individuals and small businesses for her entire career, starting in 1991. Jennifer spent 4 years working as an auditor and tax accountant for a regional CPA firm, and then another 3  years as the Chief Financial Officer for a large nonprofit organization before starting her own CPA firm in 1999 (now Jennifer L Davidson CPA PC) and Milestone Financial Planning, Inc. in 2003.

Jennifer earned her Masters of Science in Financial Planning with High Distinction from Bentley University and the designation of Certified Financial Planner™ practitioner from the Certified Financial Planner Board of Standards, Inc. in 2003. She earner her Bachelor of Business Administration Cum Laude from the University of Massachusetts - Amherst in 1991 and received a certificate of achievement for passing the CPA exam at the first sitting.

Jennifer is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Financial Planning Association.

Jennifer Davidson 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

"Will your money outlive you, or will you outlive your money?"

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 Jennifer L. Davidson, CPA MSFP CFP or Jean Fullerton CFP and also be supported by their team of associates. Jennifer is a Certified Financial Planner and a Certified Public Accountant and has been working with individuals and small businesses her entire career. Jean is also a Certified Financial Planner and has been working with individuals for over 13 years. 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 insurance.

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.

We offer ongoing services to clients who are looking for an in-depth relationship with an advisor who will have an understanding of their unique circumstances at all times; who will handle the complexity of cash flow planning and investment management integrated with tax and estate issues throughout the years and who will proactively contact them when financial regulations change or opportunities become available. 

As a result, our service is not suitable for short term or hourly engagements that cannot take advantage of our style of client service.

We will accept a client in any state in the USA. Currently, we are licensed in MA, NH, ME & TX, but will comply with all licensing and registration requirement of all states, as necessary.

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

Contact Jennifer Davidson

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 2 Commerce Drv
    Bedford, NH 03110

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser