A complete list of active advisors currently associated with Milestone Consultants, Inc.
Warmer can help you find a great advisor at Milestone Consultants, Inc. or one who fits your needs even better.
Milestone Consultants serves individuals, high-net-worth individuals, corporations, charities, and pension or profit-sharing plans, delivering comprehensive and single-issue financial planning, portfolio management, and retirement plan consulting. The firm provides written financial plans when engaged and ongoing portfolio oversight, along with participant-level services for employer plans. Investment approach varies by account size: smaller retail accounts are managed with an asset allocation strategy, while accounts over $50,000 are allocated using a mix of fundamental, technical, and tactical analysis informed by a risk-tolerance questionnaire. For larger accounts the firm commonly recommends unaffiliated third-party investment advisers to implement and trade portfolios, then monitors those managers and meets with clients at least annually. What is distinctive is the firm’s retirement-plan focus for a practice of its size: it provides ERISA fiduciary and non-fiduciary plan consulting (including Section 3(21), 3(38), and 408(g) services) and reports managing approximately $15.8 million in discretionary assets for plan participants alongside about $2.1 million in non-discretionary assets. This concentration of plan-related assets and formal ERISA service offerings is less common among peers with similar scale.
To learn more about the advisors currently working at Milestone Consultants, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Whitney Point, NY
| 15
|
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