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.