Milestone Money

Overview

Milestone Money is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers—Milestone identifies itself as a capital allocator that places client capital with external managers when appropriate. Its fee model combines AUM‑based charges with fixed fees. Milestone is state‑registered in Illinois, operates from a single office there, and does not describe itself as an ESG‑focused or multi‑state adviser.

Assets & Accounts

Investments & Alternatives