WELCOME TO MILESTONES:
A High-Quality, Private Wealth Boutique...
... Built for Your Needs
Milestones Private Investment Advisors is an independent, nationwide, SEC Registered Investment Adviser (RIA) firm led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach and methodology. Our primary objective is to help our clients manage their financial lives and make the best use of their resources.
Since the 1990's, Milestones' founders have focused on helping clients to reach their own milestones by dynamically identifying, monitoring and investing only in assets which are most-suitable to both the client and the highly-fluid economic environment, combined with a range of wealth planning services, the highest level of personalized service and fiduciary accountability. Today the firm has deep relationships with clients spanning the entire breadth of the United States.
Private clients benefit from our comprehensive fee-only approach built around the coupling of investment management and financial planning. We learn about your goals and then create a plan around them, so you can do what you want (and need) to do in life. The plan is then mated to a recommended investment program designed to provide you with clarity, comfort and confidence in your financial future. Our work is provided on a fee-only basis and we do not sell any products or receive any type of commission or finder’s fees. As a result, our interests are transparent and aligned with those of our clients.
Civil & Commercial
Trust, Wills & Probate
WHOM WE SERVE
At Milestones, we combine personal relationships with Wall Street savvy to create an elevated service experience for our clients. Our commitment to understanding each client fosters trust, and we offer our clients a strategic advantage by virtue of our uniquely dual strengths in both of two disciplines that are crucial to your long-term financial success: Wealth Management and Investment Management.