Joshua Gallogly (CFP®, EA)

Joshua Gallogly focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Since 2002, Josh Gallogly has had a love-hate relationship with the financial services industry. Initially drawn to help people make smart money decisions, Josh finds joy in assisting others with one of life’s most crucial aspects – their financial well-being. However, he is disheartened by the prevalence of self-serving practices in the financial sector, prioritizing personal gain over the long-term financial health of clients. From his early days as an intern at a prominent Wall Street firm to his tenure in a corporate office of a large insurance and financial services company, Josh gained valuable insights into the inner workings and motivations of these institutions. In 2007, disillusioned by his experiences in the financial services industry, Josh pursued a different path where he could make a tangible difference in people’s lives. He became a Registered Nurse (RN). Josh spent over a decade working in an acute care hospital setting, learning profound lessons about the brevity and preciousness of life. During this period, Josh emerged as a trusted resource among his colleagues, often fielding personal finance inquiries, particularly from those nearing retirement seeking guidance without the fear of having financial products pitched to them. In 2021, emboldened by the realization that time waits for no one, Josh registered his own independent, fee-only financial planning firm, Milestones Financial, LLC. With no affiliation or employment ties to any bank, brokerage, or insurance company, Josh advises his clients without any pressure towards making certain recommendations. He operates in a true fiduciary capacity; prioritizing clients’ needs above all else. A graduate of The Ohio State University, Josh holds a Bachelor of Science in Human Ecology (with a focus in Family Financial Management) and a Bachelor of Science in Nursing. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent (EA) of the IRS.

Additional Information

Josh Gallogly, CFP®, EA serves clients age 50+ who like maintaining full control over their money and provides professional advice on things like reducing their tax bill, investing smarter, and creating retirement income. Josh and his wife, Meridith, and daughter, Claire, live in Grandview Heights, Ohio. They enjoy planning meals out together as a family and helping Claire learn about the world. In his spare time, Josh enjoys working on home improvement projects, listening to music, and being active outdoors.

NAPFA Start Date

December 13, 2021


This Office

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