About Us
At Milford Financial, relationships are at the heart of what we do. As fiduciaries, we are committed to acting in your best interest, always offering thoughtful advice and transparent solutions. Our goal is to empower you with the knowledge and support you need to make confident decisions about your financial future.
With years of experience and a passion for service, we are here to help you navigate life’s financial opportunities and challenges. Together, we’ll create a roadmap for your future that reflects your values, protects your interests, and helps you work toward your financial aspirations.
Guiding Your Financial Journey with Strategic Planning
Our Mission
We provide personalized financial strategies, helping clients navigate important decisions with clarity and confidence. Our approach focuses on creating thoughtful, tailored plans that evolve with their changing circumstances.
Our Vision
We strive to be a trusted financial partner, supporting clients throughout their financial journey. Our aim is to foster long-lasting relationships, delivering guidance that adapts to life's opportunities and challenges.
Our Process
We begin by reviewing your financial landscape, identifying key priorities, and developing personalized strategies. We work collaboratively, continuously adjusting plans as your goals evolve and the financial environment changes.
Learn more about our process >
Start Your Financial Journey with Us Today
Ready to take the next step in planning your financial future? Contact Milford Financial to schedule a consultation. Let’s work together to develop strategies that align with your goals and help you navigate your financial path with confidence.
Meet Our Dedicated Team
At Milford Financial, our strength lies in our people. Our founding partners, Brian R. Bach and Scott J. Jacob, bring a wealth of experience and a commitment to guiding clients through their financial journeys. Together, they foster a collaborative environment where every team member shares the goal of helping clients achieve their financial aspirations.
