An extraordinary advisory
WHY CHOOSE MILESTONES
Discover the difference.
Milestones Private Investment Advisors is a Registered Investment Adviser (RIA) that provides wealth management and investment management services to select families and investors. Milestones combines the client-focused, concierge-style service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification.
Milestones' professionals have dedicated their careers to wealth management and our founders, who average more than 20 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk... and with an eye on their life goals and milestones. Our advisory and investment capabilities are available to clients interested in investing substantial assets.
Milestones is free from the numerous conflicts of interest inherent to larger organizations. Our small size and collegial partnership culture — combined with the spirit, camaraderie and character of our organization — stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and with our clients. In many cases, the managing directors have worked with two or three generations of the same family. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.
As an investment adviser, Milestones has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. Milestones utilizes the custodial services of Charles Schwab, one of the largest independent broker/dealer in the United States and an industry leader in technology and client service.
Milestones values unbiased investment research and advice. We have access to many independent research resources that allow us to thoroughly analyze product research and only select investments that we believe are best suited to our clients' needs. Milestones Private Investment Advisors offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.
Our people are our key strength. Our leadership team is comprised of seasoned professionals who are disciplined, accredited financial practitioners. We collaborate and use our combined talents to offer unparalleled service and to accomplish more as a firm. Together, our team focuses on implementing our clearly defined wealth-management and investment processes to provide investing excellence while guiding clients on a wide variety of financial planning matters.
Milestones believes it is important to take a comprehensive and holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with an in-house brain trust for matters of investment planning, retirement planning, insurance planning, education planning, and estate planning. In the event a client needs specialized advice that is outside of our scope, we consult with trusted affiliates, which include local CPA firms and attorneys.
Milestones knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.
Milestones Private Investment Advisors works with clients on a fee-only basis. This allows us to offer truly objective financial advice and align our goals with those of our clients — growing assets. Through our fee-only platform, we are able to adjust your investment portfolio without requiring you to pay any commission. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.
Milestones offers exceptional, concierge-style personal service. Each client works directly with one of our founders when making important investment decisions. In addition, at the client's discretion, every client may have direct access to one of these founders. We are committed to the goal of accommodating our individual client’s needs and answering their important questions within 24 business hours, and often sooner.