Helping You Navigate Life's Financial Milestones With Trust and Intention
Whether you're preparing for retirement, building wealth, or navigating a major life change, we help you move forward with confidence— one milestone at a time.
Comprehensive Financial Planning,
Tailored to You
From your first major purchase to your final retirement paycheck, we help you prepare for every step.
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Retirement Income Planning
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Investment & Wealth Management
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Tax & Legacy Strategies
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Financial Education & Milestone-Based Coaching
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Intergenerational Planning
Fiduciary-first. Always personalized. Always in your corner.
Financial Planning for
Life's Many Roles
We specialize in working with:
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Government employees & engineers
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Single professionals & dual-income couples
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Pre-retirees and retirees
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Business owners & career-focused individuals
You don’t have to start big, you just have to start.
Let’s take the first step together.
Fiduciary First.
Independent Always.
At Milestones Financial, we act as true advocates—legally bound to put your best interests first. As independent advisors, we offer advice free from conflicts, commissions, or sales agendas.
Your financial plan is built around your goals—not someone else’s priorities. With full transparency and a commitment to trust, we guide you through life’s milestones with integrity, clarity, and care.
Our Values
Committed to You
Generational Lifelong Relationships
We believe in building lifelong partnerships. Our focus is on truly understanding your goals and providing guidance that evolves with you.
Education-First Approach
Financial decisions shouldn’t be overwhelming. We simplify complex financial concepts, empowering you with the knowledge to make confident choices at every stage of your journey.
Sustainable Success, One Step at a Time
We help build lasting financial security through thoughtful planning and sustainable strategies, helping you achieve your goals step by step, milestone by milestone.
We're More Than Advisors-
We’re Lifelong Partners.
Milestones Financial was built one client and one relationship at a time. We take an educational approach, believe in full transparency, and aim to support you through every chapter of life.
Christopher Gordon, CRPC®
Wealth Advisor
Chris is the Founder and Senior Financial Advisor at Milestones Financial Services, with With over 16 years in the financial planning industry, Chris has helped hundreds of families and individuals take control of their financial futures through customized retirement planning, investment management, and holistic financial strategies.
Juliet Magee, CFP
Wealth Advisor
Juliet is a CFP® and Senior Financial Planner at Milestones, focused on building long-term financial plans that align with each client’s personal goals. Known for her empathy and expertise, she’s committed to helping people take meaningful steps toward a better future.
Grace Dadson
Internal Financial Analyst
Grace Dadson leads Milestones’ administrative team, bringing clarity, organization, and a people-first attitude to every client interaction. Her background in statistics and planning keeps operations running smoothly, an essential role in keeping your financial journey on track.
Rita Tavpash
Internal Financial Analyst
Rita Tavpash is an Internal Financial Analyst at Milestones, bringing curiosity, energy, and a deep understanding of financial strategy to every client plan. With a background in marketing and economics, she supports the team with insightful analysis and meeting preparation.
Sophia Oprecio
Administrative Assistant
With a background in team support and client service, Sophia brings warmth, organization, and a welcoming presence to the Milestones team. Sophia plays a key role in managing our schedule and ensuring each visit starts with a friendly face. Her goal is to making every client feel supported from the moment they walk in.
Contact Us
Milestones Financial Services is a financial planning firm located in Annapolis, Maryland.
Address
888 Bestgate Rd., Ste. 408
Annapolis, MD 21401
443-482-5176