A complete list of active advisors currently associated with Milne Financial Planning, Inc.

Warmer can help you find a great advisor at Milne Financial Planning, Inc. or one who fits your needs even better.

Milne Financial Planning works with individual investors (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and business entities, providing fee‑only financial planning, investment consultation, and investment supervisory services. The firm offers both one‑time engagements (basic, retirement & investment, and full financial reviews) and ongoing advisory relationships and operates under a fiduciary standard for retirement account advice. The firm’s investment approach emphasizes diversified asset allocation, a buy‑and‑hold orientation, and setting cash and equity allocations to match each client’s spending projections, time horizon, and tolerance for risk. Research draws on a blend of fundamental and technical analysis, and client portfolios can be constructed with or without socially responsible/ESG criteria according to client preference. Distinctive for a small, single‑advisor practice, the adviser has an extended record of leadership and conference involvement within national fee‑only planning organizations and maintains membership in a planning‑network that supports training and compliance. The firm also offers client‑facing educational workshops and virtual meeting support and highlights niche capabilities such as divorce‑related financial analysis and the use of professional network resources to supplement its planning services.

To learn more about the advisors currently working at Milne Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.