Evan Marquis (CFP®, EA)

Evan Marquis focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Evan joined Milestone Financial Planning in 2023 and serves as an Advisor, working directly with clients to design and implement comprehensive financial plans. He focuses on integrating tax-efficient planning, investment management, and retirement strategy to help clients make informed decisions with confidence.

Evan particularly enjoys working with young professionals building a strong financial foundation, individuals and families planning for retirement, and retirees and near-retirees seeking clarity and structure as they transition into their next phase of life. He values building long-term advisory relationships and guiding clients through evolving financial decisions at every stage.

As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent (EA), Evan brings specialized expertise in coordinating tax strategy with overall financial planning. He is authorized to represent taxpayers before the Internal Revenue Service and is a member of the National Association of Personal Financial Advisors (NAPFA), reflecting his commitment to fee-only, fiduciary advice and professional excellence.

Evan holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Southern Maine. He lives in Exeter, New Hampshire, and outside of the office enjoys spending time outdoors during the summer months and staying active through regular exercise.

NAPFA Start Date

February 17, 2026

Visit Website

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.