skip to main content
Main Menu
V Financial Partners Logo
  • ABOUT
    • Who We Are
  • TEAM
    • Your Advisers
  • SERVICES
    • What We Do
  • PROCESS
    • How We Do It
  • NEWS
    • In The News
  • CONTACT
    • Get In Touch
  • LOGIN
    • EAGLE STRATEGIES/NYLIFE SECURITIES
    • NEW YORK LIFE POLICIES
    • eMONEY PERSONAL WEBSITE
    • MAINSTAY FUNDS
Joe Milford, Financial Advisor Aurora Ohio

Joseph Milford

Learn from yesterday.
Live for today.
Plan for tomorrow.

jmilford@vfinancialpartners.com

A native of Tennessee and a proud graduate of the University of Notre Dame, Joe attained the rank of Captain as an active-duty Air Force officer following the events of 9/11. For nearly four years Joe helped manage the cost, schedule, and performance of several multimillion-dollar, taxpayer-funded defense programs, all the while embracing the Air Force core values:

  • Integrity First

  • Service before Self

  • Excellence in All We Do

By 2005, after supporting Operations Iraqi Freedom and Enduring Freedom, Joe had fulfilled his post-graduate military service and embarked on his next mission – to join the private sector. For the next decade Joe excelled as a leader in multiple Corporate Finance capacities in Chicago at Northrop Grumman, ranging from consulting with corporate office and sector clients to providing financial analysis and forecasts for capital investment decision-making, risk management, and performance evaluation.

In 2015 Joe redirected his passion for helping others preserve, protect, and enhance their financial wellbeing and launched his own successful needs-based financial planning practice.  Now an integral member of the V Financial Partners team and a seasoned financial professional, Joe emphasizes his “give first” philosophy with clients and focuses on education to simplify the often-overwhelming details of investing and retirement planning. Whether he is serving institutions, businesses, families, or individuals, Joe’s ultimate goal is to create peace of mind and financial empowerment for his clients.

In addition to his undergraduate degree from Notre Dame, Joe holds a Master of Accountancy (M.Acc.) from Wright State University, a Master of Business Administration (M.B.A.) in Analytic Finance, Economics, and Entrepreneurship from The University of Chicago Booth School of Business, and the prestigious Chartered Financial Analyst (CFA®) designation – the only globally-recognized credential for investment analysis and management.

Joe is a member of CFA Institute, volunteers his expertise on the investment committee for the Sisters of the Humility of Mary, and previously served on the CFA Society Cleveland board as the Career Services chair.

Joe lives in Avon with his wife and their two children.

Disclosure

Tyson Vines is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AR (AR Insurance License #16742867), AZ, CA (CA Insurance License #0I05879), CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Tyson Vines is licensed and authorized to offer insurance in California and Arkansas, but V Financial Partners may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Tyson Vines is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 238 E Garfield Rd, Aurora, OH, 44202, 330-954-9564. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Tyson Vines is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Tyson Vines is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Erin Vick is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, FL, GA, MI, MN, NC, NJ, NY, OH, PA, SC, and WA. No insurance business may be conducted outside the states referenced.

Erin Vick is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6100 Oak Tree Blvd Ste 300, Independence, OH, 44131, 330-954-9014. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Erin Vick is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Joseph Milford is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K75523), CO, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Milford is licensed and authorized to offer insurance in California, but V Financial Partners may not be. For additional information on California licensure status, please click here.

Joseph Milford is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14516 Detroit Ave, Lakewood, OH, 44107, 216-353-5526. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IA, ID, IL, IN, KY, MI, MO, NC, OH, OK, PA, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Milford is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IA, ID, IL, IN, KY, MI, MO, NC, OH, OK, PA, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Jeremy Soditch is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, IN, MI, NC, OH, PA, SC, TN, VA, and WI. No insurance business may be conducted outside the states referenced.

Jeremy Soditch is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14516 Detroit Ave, Lakewood, OH, 44107, 216-288-0983. In this regard, this communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside the specific state referenced.

Benjamin Plummer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

Benjamin Plummer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 238 E Garfield Rd, Aurora, OH, 44202, 330-954-9256. In this regard, this communication is strictly intended for individuals residing in the states of FL, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Benjamin Plummer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, OH, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

V Financial Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither V Financial Partners nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
V Financial Partners Logo
  • ABOUT
    • Who We Are
  • TEAM
    • Your Advisers
  • SERVICES
    • What We Do
  • PROCESS
    • How We Do It
  • NEWS
    • In The News
  • CONTACT
    • Get In Touch
  • LOGIN
    • EAGLE STRATEGIES/NYLIFE SECURITIES
    • NEW YORK LIFE POLICIES
    • eMONEY PERSONAL WEBSITE
    • MAINSTAY FUNDS

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices