James D. Milne CDFA®, CFP®, MBA

Milne Financial Planning, Inc.

770 Railroad Street
St. Johnsbury VT 05819

Get directions
800 360 0662

Milne Financial Planning has been helping clients achieve their financial goals since 1996. We understand the importance of having a trusted relationship with your financial adviser. We are proud to be a fiduciary to all clients – as we analyze and create our recommendations, we put our client’s best interests first. We are also independent and Fee-Only which means the advice you receive is unbiased and conflict free due to the fact that we do not sell investment or insurance products.

After working in banking and insurance, Jamie started Milne Financial Planning in 1996 to create a completely independent company designed to give high quality financial advice his clients. Jamie’s insights provide recommendations specifically designed for each client. These insights are the result of his multi-faceted career in the financial industry.

Jamie takes his fiduciary oath seriously. Milne Financial Planning is Fee-Only by choice which assures all recommendations are free from product compensation conflicts.  Jamie strives to analyze and present the best opportunities for each client.

On his free time, Jamie enjoys running, cars, water and snow skiing, road biking, and spending time with his family.