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Milestones Financial, LLC

Milestones Financial is an independent, advice-only firm dedicated to providing tax-smart retirement planning. Founded by Josh Gallogly, a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent (EA) of the IRS, I offer a level of expertise that fully integrates investment strategy with tax planning. I operate on a clear flat-fee and hourly basis, guaranteeing transparent, fiduciary advice with absolutely no commissions, no asset management fees, and no pressure to move your accounts. I exist to give you the objective guidance you need to confidently manage your money and achieve a secure retirement on your own terms.
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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

Primary Office

970 Northwest Blvd. Columbus, OH 43212
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