MILESTONE FINANCIAL ASSOCIATES, LLC

Overview

Milestone Financial Associates, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves a mixed client base of individuals, families and institutional clients. Its primary advisory activities are financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. Investment activity is centered on pooled public funds and mutual funds as the dominant vehicle, supplemented by allocations to real estate-related strategies and annuities. Milestone does not identify as an active ESG investor and does not operate as a capital allocator; it relies on third-party managers for alternative real estate exposures. The firm positions itself as a traditional wealth planning and portfolio management practice rather than a multi-state or pension-consulting specialist.

Assets & Accounts

Investments & Alternatives

Location & Offices