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Joshuah D

CFP®, Series 65

Waynesburg, PA

Milinovich & Co., Inc

Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
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Michael M

Series 65

Waynesburg, PA

Milinovich & Co., Inc

Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
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