Milestone Advice Group

I’m Judi Lohr Mohr, CFP®, an independent financial advisor who has spent more than 39 years helping people make important financial decisions.

I have met many intelligent, successful women who still feel anxious when making decisions about investments and retirement. Some have relied on a spouse to manage the family’s money. Others have accumulated significant assets but are unsure how to turn those assets into a retirement they can feel confident about.

My goal is not simply to tell you what to do. It is to help you understand your financial life well enough to participate confidently in the decisions affecting your future.