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.

Retirement Income Planning
Investment & Wealth Management
Tax & Legacy Strategies
Financial Education & Milestone-Based Coaching
Intergenerational Planning

Fiduciary-first. Always personalized. Always in your corner.

Financial Planning for

Life's Many Roles

We specialize in working with:

Government employees & engineers
Single professionals & dual-income couples
Pre-retirees and retirees
Business owners & career-focused individuals

You don’t have to start big, you just have to start.

Let’s take the first step together.

Get Started!

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.

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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

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Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. Milestones Financial Services and Centaurus Financial, Inc. are not affliated. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in MD, AZ, AR, CO, DE, DC, FL, GA, ID, IL, ME, MI, NJ, NY, NC, OR, PA, SC, TX, VA, WA, WV, WI.