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

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Financial Planning at 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

I’m the only advice-only financial planner in Central Ohio focused exclusively on pre-retirees and retirees who want to stay in control of their accounts. While most advisors in this directory require you to hand over your assets for them to manage (AUM), I believe you should stay in the driver’s seat. At Milestones Financial, you keep your money at your preferred custodian—Vanguard, Fidelity, or Schwab—while I provide the expert, tax-smart financial roadmap you need to retire with confidence.

Financial Advisor Experience

My background as a Registered Nurse (RN) taught me that the best results come from independent advocacy—not sales. That’s why I founded Milestones Financial as a fee-only financial advisory firm. Unlike traditional advisors who may have incentives to sell products or gather assets, my only “product” is my advice. As a CFP® professional and enrolled agent (EA) of the IRS, I specialize in the “Tax-Planning Trifecta” to ensure you can spend more of your lifetime savings, for longer, in retirement: Optimal withdrawal sequencing, tax-loss/gain harvesting, and strategic Roth conversions. If you want a professional “second set of eyes” on your retirement without losing control of your accounts, let’s talk. Start with a complementary 30-minute “Are We a Fit?” conversation.

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, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes