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Milne Financial Planning

EST. AUM
$111,321,170

CONTACTS

CLIENT ACCOUNTS
376

Firm Details

Metro area Burlington, VT
CRD Number 116346
Website milnefeeonly.com
Client types

Overview

Milne Financial Planning, Inc. is an independent, fee-only SEC-registered investment adviser and wealth management firm based in Vermont. Founded in the mid-1990s, the firm provides discretionary asset management, ongoing investment management, retirement planning and comprehensive financial planning. Its services incorporate portfolio construction, asset allocation, investment selection, tax planning, estate planning, insurance reviews, cash-flow analysis and retirement strategies. Milne primarily serves individuals, high-net-worth individuals, trusts, estates, businesses and charitable organizations. The firm operates as a fiduciary and receives compensation directly from clients rather than product commissions. Its investment portfolios primarily use mutual funds, ETFs and publicly traded securities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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