Straightforward solutions for your financial concerns.
Learn more about Milestones Financial and its founder.
About Milestones Financial
When Milestones Financial was founded, it was created to serve clients in a different way.
People want honest, straightforward solutions for their financial concerns. And, quite commonly, the only way to get any financial advice is to transfer their life savings for an advisor to manage or be sold an insurance product.
So, how does Milestones Financial address this massive need that is not being met?
We simply charge for our time by the hour, so you only pay for the time you need, when you need it.
The Milestones Financial difference
What you get:
✅ Hourly financial planning to streamline complicated finances
✅ Investment advice without taking control of your money
✅ Transparent pricing through a simple fee schedule
✅ Firm aiming to avoid conflicts of interest by implementing an “advice-only” financial planning model
✅ A CFP® professional and enrolled agent (EA) of the IRS dedicated to improving your financial health
We do not:
❌ Behave like investments are the answer to all of your financial concerns
❌ Require you to move your money to a custodian where we control it
❌ Camouflage fees you pay from insurance products, expensive investment funds, or assets under management (AUM)
❌ Have built-in conflicts of interest by having compensation based on managing your investments or receiving commissions
❌ Have a service team of revolving people answering your questions
Meet the Founder
Joshua A. Gallogly, CFP®, EA
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®
“I try to bring value by helping you get past cliché answers to questions about your money.
Every person is unique. Every person’s background and life experiences are different. I love learning people’s stories and how they got to where they are today. It’s so important for me know because I just don’t feel right helping you with your money until I understand who I am working with as my client. It’s a disservice if I think you’re just like everyone else and that what is meaningful to you is predictable.
I then try to bring more value by helping you see all the possibilities you have in front of you.”
Education: Bachelor of Science in Human Ecology (majoring in Family Financial Management) and Bachelor of Science in Nursing from The Ohio State University.
Certifications: CERTIFIED FINANCIAL PLANNER® professional and enrolled agent (EA) of the IRS, which EAs are the only federally licensed tax practitioners who specialize in taxation.
Professional Memberships: FeeOnlyNetwork; CFP® Board; Financial Planning Association® (FPA®); Advice-Only Network; and, National Association of Tax Professionals (NATP).
