Josh Gallogly, CFP^®

EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®

Milestones Financial, LLC

Appointments by videoconferencing
Columbus, OH 43212-3845

FINANCIAL ADVISOR'S WEBSITE

milestonesfin.com

(614) 349-1095

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Milestones Financial, LLC offers flat-fee and hourly financial planning services. Please visit milestonesfin.com for more information.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Milestones Financial's Website

Brochures

Flat-Fee and Hourly Financial Planning Services with Milestones Financial

General

Josh Gallogly is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Milestones Financial, LLC in Columbus, OH and the surrounding communities.

Financial Advisor Overview

Milestones Financial is an independent, fee-only financial advisory firm specializing in tax-smart retirement planning for people approaching or already in retirement. Josh Gallogly, CFP®, EA provides objective, fiduciary advice through a transparent flat-fee and hourly model—meaning no commissions, no asset minimums, and no hidden fees, allowing you to stay in control of your money. I can integrate expert tax strategies into your plan to help you make confident financial decisions.

Financial Advisor Experience

My experience in financial services began in 2002, but it was profoundly shaped by my work as a Registered Nurse (RN) starting in 2009, where I developed an unwavering advocacy mindset. I bring this same focus to Milestones Financial, which I founded as an independent, fee-only, and fiduciary firm to avoid the conflicts of interest commonly seen in traditional financial advisory firms. My professional background as a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent (EA) of the IRS allows me to integrate expert tax strategies into your plan. I offer two key services: a Flat-Fee Financial Planning Services engagement and a flexible Hourly Financial Advising Services engagement for as-needed support. You will benefit from objective financial advice, transparent pricing, and the freedom to keep control of your money, as I accept no commissions, charge no ongoing investment management fees, and require no asset minimums.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Government & Military, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances