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. For starters, Josh loves being able to help people with their relationship with money, which is one of the most powerful relationships in one’s life. However, he hates how many in the financial services industry use their knowledge for their own financial benefit over their clients’ long-term financial well-being. From his first internship at a big Wall Street firm to his time spent in the corporate office of a large insurance and financial services company, Josh learned the true motivations of these institutions and how the financial services industry works for (and against) real people. In 2007, after several years of unfulfilling work in the financial services industry, Josh decided to pursue a different career where he could actually help people. Josh became a Registered Nurse. Working in an acute care hospital setting for more than 11 years taught Josh a lot about life. During this time, and for obvious reasons, Josh was the go-to person for many of his hospital colleagues when they had personal finance questions. Some of the most anxiety-ridden questions he received were from folks approaching retirement who were unsure where to go to get financial advice and recommendations. After repeatedly having this same conversation, that’s when Josh knew that he could make an “advice-only” financial planning firm work. In 2021, he registered his own independent, fee-only financial planning firm, Milestones Financial, LLC, where he serves his clients in a true fiduciary capacity by putting their needs first 100% of the time. A graduate of The Ohio State University, Josh holds a Bachelor of Science in Human Ecology and a Bachelor of Science in Nursing. Josh 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 long-term, 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

1504 West First Avenue Suite 301 Grandview Heights, OH 43212 Phone: +1 (614) 349-1095