Milestone Financial Advisors

Overview

Milestone Financial Advisors operates as a sole proprietorship that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and appears to run primarily non‑discretionary relationships, meaning clients retain trading authority and the adviser implements strategies with client approval. Milestone is not identified as an active ESG investor, does not function as a multi‑state adviser, and does not provide pension consulting or act as a capital allocator. Investment activity centers on traditional retail channels—mutual funds and annuities—supplemented by allocations to real estate alternatives.

Assets & Accounts

Investments & Alternatives

Location & Offices