Ronald R. Milone, CFP®, CPA

Independent Financial Counselor

Personal Bio

As an independent financial counselor with Heritage Capital LLC, Ron Milone brings significant financial planning, investment management, and tax planning expertise. He is a partner in the Tax & Business Services division of Marcus Accountants and Advisors. Ron is based at the Firm’s Long Wharf Drive office in New Haven, Connecticut.

Ron is a CERTIFIED FINANCIAL PLANNER™ professional. Other professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA). He also serves on the Board of Directors of The Diaper Bank of Connecticut, a nonprofit that provides free diapers to poor and low-income families in New Haven, Hartford, Fairfield, Middlesex, and Windham Counties.

Ron’s specialties include:

personal financial planning
retirement planning
personal tax planning
business taxation
tax compliance
risk management

He primarily focuses on serving family-owned businesses, high net worth individuals, law firms, insurance agencies, real estate firms, and professionals.

Ron earned a Master of Business Administration and a Bachelor’s degree from the University of Connecticut. Ron is a CPA licensed by the State of Connecticut.

Heritage Capital, LLC, "HC" is a state of Connecticut registered investment adviser located in Woodbridge CT. HC and its representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which HC maintains clients.

HC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HC's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the HC's web site on the Internet should not be construed by any consumer and/or prospective client as HC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by HC with a prospective client, shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HC, please contact the SEC and/or the state securities law administrators for those states in which HC maintains a notice filing.

A copy of HC's current written disclosure statement discussing HC's business operations, services, and fees is available from HC upon written request. HC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HC's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.