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

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

Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients — including high-net-worth households — as well as trusts, estates, and business entities. The firm delivers portfolio management, recommends third‑party advisers and model strategies, and offers written financial plans and implementation support. Milestone uses a blend of tactical and strategic approaches, employing firm-developed and third‑party model portfolios and overlay management, with access to sub‑advisers such as AE Wealth Management, Foundations Investment Advisors, Morningstar Investment Services, and First Trust. Its stated investment toolset includes direct indexing, mutual funds and ETFs, and derivative-based strategies (options, structured notes and VIX-linked products) that the brochure describes as part of its volatility and tactical offerings. Compared with many peer team firms, Milestone operates under multiple trade names and maintains multiple offices, discloses affiliations with other advisers and licensed insurance agencies, and notes that certain associated persons are instructors for The Prepare Institute and participate in client educational meetings and workshops. The firm also documents use of sub‑advisers and derivative instruments in managed accounts, a combination of practices the brochure highlights as part of its supervisory and service model.

To learn more about the advisors currently working at Milestone Asset Management, 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.