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Milestones Financial, LLC

Milestones Financial, LLC serves clients age 50+ seeking tax-efficient retirement planning and investment recommendations for a fixed fee. Josh Gallogly, CFP®, EA helps you maintain full control over your money while receiving professional advice on things like reducing your tax bill, investing smarter, and creating retirement income. Josh is the Managing Member and Founder of Milestones Financial, LLC, a fee-only and “advice-only” financial planning firm serving clients locally and nationwide, thanks to his simple but secure virtual platform. To learn more, please see his NAPFA-Registered Financial Advisor profile (i.e., by clicking on his name, below) or by visiting https://milestonesfin.com/ (i.e., by clicking on the Milestones Financial logo, above).
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Joshua Gallogly, CFP®, EA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

970 Northwest Blvd. Columbus, OH 43212 Phone: +1 (614) 349-1095

Primary Office

970 Northwest Blvd. Columbus, OH 43212 Phone: +1 (614) 349-1095
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