Jonathan Harrington is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Financial Planning, LLC in NEWMARKET, NH and the surrounding communities.
Financial Advisor Overview
We (Milestone Financial Planning, LLC) provide financial planning and investment management services to individuals, trusts, and non-profit organizations. We are a fee-only firm and abide by fiduciary standards that place the interest of our clients ahead of our own.
We do not accept commissions or referral fees from any third party and we do not sell any financial products. We provide a broad range of financial planning services including management of client investments. With a client’s consent, we coordinate our services with their other advisors, such as estate planning attorneys, tax accountants, and insurance agents.
With regard to our investment philosophy, we believe that disciplined asset allocation is the primary determinant of investment performance and that the three most important things that investors should focus on are asset allocation, expenses, and taxes. Consequently, we create broadly diversified investment portfolios that are tailored to our clients’
unique circumstances, goals, and risk tolerance. We avoid market timing and speculation, which we do not believe are effective investment strategies.
We generally recommend low cost (often institutional class) mutual funds and exchange traded funds, with low expense ratios, and low internal transaction costs. To the extent possible, we try to eliminate conflict of interests. Therefore, we do not sell any product, do not accept any commission and do not accept nor pay any referral fees.
Jon is a Certified Financial Planner and has Master's Degrees in Financial Planning and Taxation from Bentley University in Waltham, MA. He has been providing financial planning advice to individuals and families since 2004. Jon is also an Officer in the U.S. Army Reserve. He has previously worked in both the private and public sector. Jon is the Co-Chair of the Financial Planning Association of Massachusetts' Pro Bono Military Program.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Financial Advisor's Specialties
Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes
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