Welcome! Milne Financial Planning has been helping clients achieve their financial goals for over 15 years. We understand the importance of having a good relationship with your financial adviser. If you are looking for the right financial planner, here are some things that make us a great choice: we are a fiduciary to all clients – as we build our recommendations, we put our client’s best interests first; we are independent; we are Fee-Only; we do not sell investment or insurance products, so the advice you receive is unbiased and conflict free.
Choose a service that fits your needs
Milne Financial Planning, Inc. provides services in retirement, investment, estate, tax, college, divorce and insurance planning, as well as in budgeting and cash flow.
Click to learn how you get started.
View a sample plan to learn more about the advice MFP can provide for you!
Three locations
We now have locations in St. Johnsbury, Burlington, and Barre.
Milne Financial Planning is registered as an Investment Advisor in the states of Vermont, New Hampshire and Texas.
Jamie Milne – a Certified Financial Planner, has been helping clients for 15 years
After working in banking and insurance, Jamie started Milne Financial Planning to create a completely independent company designed to give 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 so that he can assure all recommendations are free from product compensation conflicts. Jamie understands that finances can be difficult and time consuming – so he strives to build a trusting relationship with his clients to ease their financial concerns. Besides financial planning, Jamie enjoys running, cars, skiing, road biking, and spending time with his family.
Our Newsletters
Client Profiles
…Mary, a client who had average to below-average pay, had money saved and money to invest…
…Jim was 55, divorced and living in an apartment… concerned about…retirement
More…