Milne Financial Planning, Inc.

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Milne Financial Planning, Inc.

770 Railroad St.
St. Johnsbury, VT 05819

Contact: Jamie Milne, CFP,CDFA

Phone: 800-360-0662

Business type: Financial Planner

Additional Office Locations

76 Ethan Allen Drive
South Burlington, VT 05403

51 Church Street
Barre, VT 05641

Milne Financial Planning has been helping clients achieve their financial goals for over 16 years. We understand the importance of having a good relationship with your financial adviser. If you are looking for the right financial planner, here are some things that make us a great choice: we are a fiduciary to all clients – as we build our recommendations, we put our client’s best interests first; we are independent; we are Fee-Only; we do not sell investment or insurance products, so the advice you receive is unbiased and conflict free.

About Us

After working in banking and insurance, Jamie started Milne Financial Planning to create a completely independent company designed to give high quality financial advice with one thing in mind: you and your goals. Jamie takes his fiduciary oath seriously, and Milne Financial Planning is Fee-Only by choice so that he can assure all recommendations are free from product compensation conflicts. Jamie understands that finances can be difficult and time consuming – so he strives to build a trusting relationship with his clients to ease their financial concerns. Besides financial planning, Jamie enjoys running, cars, skiing, road biking, and spending time with his family.

Our Services

Milne Financial Planning, Inc. provides services in the following areas:

- Retirement Planning
- Investment Portfolios
- Insurance Planning
- Divorce Planning
- Tax Planning
- Estate Planning
- College Planning
- Budgeting & Cash Flow

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