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Ronald R. Milone

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 retired partner in the Tax & Business Services division of Marcum Accountants and Advisors. Ron was based at the Firm’s Long Wharf Drive office in New Haven, Connecticut.

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 was a CPA licensed by the State of Connecticut.