Milne Financial Planning, INC.

Milne Financial Planning provides personalized investment management and financial planning services. For investment management, Milne Financial Planning builds portfolios tailored to each client's goals, time horizon, and risk tolerance, with the authority to make trades without asking first when managing accounts on a discretionary basis. For financial planning, Milne Financial Planning offers both one-time project reviews and ongoing guidance covering retirement, cash flow, insurance, taxes, and estate planning. The firm operates as a registered investment advisor led by James D. Milne and serves individuals, high-net-worth clients, trusts, estates, and businesses.