The People

Jamie


JAMIE MILNE, CFP®

jmilne@milnefeeonly.com

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.

Milne Financial Planning has been helping clients achieve their financial goals since 1995. We understand the importance of having a good relationship with your financial advisor. 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. Milne Financial Planning is pleased to offer both traditional and socially-responsible investment choices.

View Jamie's Resume

 

 

Check the background of this investment professional on FINRA BrokerCheck

 

 

Outside the Office

When Jamie is not assisting clients and operating Milne Financial Planning, he enjoys running, cars, skiing, road biking, and spending time with his family.

Get to know Jamie:


Jamie can be seen in the picture above waterskiing on Joes Pond, Vermont. 



Jamie enjoys attending race track events around New England. He can be seen above making sure the bolts are tight!