A complete list of active advisors currently associated with Milestone Asset Management Group, LLC

Warmer can help you find a great advisor at Milestone Asset Management Group, LLC or one who fits your needs even better.

Milestone Asset Management Group provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm generally requires a $500,000 account minimum (which it may waive) and also offers plan‑level 401(k) advisory services, including ERISA Section 3(21) non‑discretionary and 3(38) discretionary plan investment advisory arrangements. The firm’s investment process centers on strategic asset allocation and a predominantly passive approach, using index mutual funds and ETFs with selective use of individual stocks, bonds, and mutual funds to address specific client circumstances; most client assets are managed on a discretionary basis and reviewed quarterly. Milestone also integrates a third‑party digital advice platform—assisting clients in selecting Betterment allocation models and using Betterment Institutional for certain accounts—while tailoring Investment Plans to clients’ objectives, time horizons, and risk tolerances. Noteworthy features include the firm’s concurrent use of Betterment Institutional/Betterment Securities alongside traditional custodians, a relationship that provides operational support to the firm and is disclosed as a potential conflict of interest. Leadership produces a regular educational podcast, and the firm’s client base (about 214 clients with roughly $309 million in assets under management) results in a relatively concentrated average client asset level compared with many peer teams.

To learn more about the advisors currently working at Milestone Asset Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.