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Milne Financial Planning Employee Directory

Financial ServicesVermont, United States2-10 Employees

Milne Financial Planning is a financial services firm based in St. Johnsbury, Vermont, established in 1996. The firm operates as a fiduciary for its clients, prioritizing their best interests and providing unbiased, conflict-free financial advice due to its fee-only model, which excludes the sale of investment or insurance products. Its independent stance suggests the firm focuses on service quality rather than pursuing product quotas, aiming to align guidance with client needs. Serving individuals seeking goal-oriented financial planning, the company positions itself within a fiduciary, fee-only segment of the industry, offering planning services without the influence of product sales. The firm is a small operation, indicating a close client relationship approach characteristic of independent financial planning practices. The information implies a stable, localized practice catering to clients in the Vermont region with a long-standing presence in the market.

Find Milne Financial Planning employees' phone numbers or email addresses

Milne Financial Planning Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Milne Financial Planning's Leadership

  • Stylized image of a person
    C. T.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L.
    Client Services Manager
    Phone icon
    Mobile Phone

Milne Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Milne Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. T.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. L.
    Client Services Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Milne Financial Planning known for?

Minus sign iconPlus sign iconMilne Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 770 Railroad Street St. Johnsbury, Vermont 05819 United States; you can contact the main corporate office by phone at
+1-802-476-****
. Explore Milne Financial Planning's company overview page for more information.

What is Milne Financial Planning's most common email format?

Minus sign iconPlus sign iconMilne Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Milne Financial Planning email formats with LeadIQ.

How many employees does Milne Financial Planning have currently?

Minus sign iconPlus sign iconMilne Financial Planning has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Milne Financial Planning's key employees and leadership?

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As of January 2026, Milne Financial Planning's key employees include:

  • Manager: C. T.
  • Client Services Manager: K. L.

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