Jonathan Harrington
Financial Advisor @Milestone Financial Planning, LLC
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WORK HISTORY
Financial Advisor @Milestone Financial Planning, LLC
Bedford, NH, US
Fee-only financial planning for frugal delegators seeking a long-term partnership with a fiduciary financial advisor. We work with clients on an on-going basis. With an annual financial planning subscription fee, and/or a fee based on assets that we manage, clients receive both financial planning and investment management, and have unlimited access to our advisors. We receive no commissions or referral fees. We put our clients’ interests first.
EDUCATION
United States Army
Adjutant General Basic Officers Course, Human Resources Management/Personnel Administration, General
Bentley University
Master of Science (M.S.), Taxation
United States Army
Basic Combat Training, Basic Skills and Developmental/Remedial Education
Bentley University
Master of Science (M.S.), Financial Planning
United States Army
Civil Affairs Qualification Course
Bentley University
Bachelor of Science (B.S.), Economics and Finance
United States Army
Officer Candidate School, Military and Strategic Leadership
ABOUT JONATHAN HARRINGTON
Jon has been providing financial planning and tax advice to individuals and families since 2004. After spending 4 years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for 7 years providing financial counseling services for families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016.Jon earned his Masters of Science in Financial Planning with distinction and Masters of Science in Taxation from Bentley University and is a Certified Financial Planner® practitioner. He earned his Bachelor of Science in Economics and Finance, cum laude, from Bentley University.Jon is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and leads the Massachusetts Chapter Military Pro-Bono initiative. Jon is also a civil affairs officer in the U.S. Army Reserve and has deployed to Djibouti and Poland in support of U.S. operations.\"Milestone Financial Planning, LLC. is a registered investment advisor. Milestone Financial Planning, LLC. provides investment advisory and related services for clients nationally. Milestone Financial Planning, LLC. will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://milestonefinancialplanning.com/
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