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A strong commitment to service

For the discerning investor.

We are more to our clients than investment advisers.  We are educators, planners, and guides...
we are their financial care-givers... who help our clients navigate their financial journey.

The term “concierge” is derived from Latin root words meaning “extra service.”  At Milestones, “concierge services” means those miscellaneous, finance-related personal services and soft skills we provide to our clients in addition to actual investing and financial planning.  To put it in the simplest of terms, we make ourselves available to our clients to answer any question and help solve any problem regarding their financial affairs, no matter how big or small.

At Milestones, wealth and investment management is only half the picture.  The true value of good wealth management is not in the numbers, but in the life that the numbers make possible.  In that spirit, we strive to deliver whatever financial-related service our clients may need and want, no matter how far “out of the box” it may be, so long as that service furthers the outcome of supporting the life they desire.  The following are just some of the hallmarks of our service-level philosophy:


This high level of client support and proactive service is a cornerstone of our firm and core to our professional belief system.  While true it is a level of service more typically reserved for institutional investors and not available to individuals, we believe in providing the highest level of service to the individual investors as well.

Our goal is to make our clients recognize that in us they have a highly professional, responsive and attentive
personal-financial-advocate on whom they call for any financial matter that is important to them.

  • You are served directly by the firm's owners and decision makers

  • We are available to champion and alleviate a broad array of your financially-related tasks and challenges

  • Easily accessible

  • Proactive communication

  • Responsive & timely

  • Attentive

We are continuously seeking
new ways to deliver
a superior standard of service.

"We have adopted a strategic vision for our practice that embraces a heightened COMMITMENT to service EXCELLENCE.  We want this to define our RELATIONSHIPS with our clients."

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