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, Inc. is a small registered investment adviser serving individuals, high‑net‑worth clients, corporations, charities and pension or profit‑sharing plans. The firm provides comprehensive and single‑issue financial planning, ongoing portfolio management, and retirement plan consulting that includes ERISA fiduciary and non‑fiduciary services. For smaller retail accounts the firm generally employs a strategic asset‑allocation approach, while larger accounts are managed using a combination of fundamental, technical and tactical allocation and, when appropriate, recommendations of unaffiliated third‑party investment advisers that the firm monitors. It typically delivers non‑discretionary advice to individual accounts but exercises discretionary authority to select and manage core investment menus and participant education for retirement plans. Compared with many independent solo advisers, Milestone’s business is notable for its concentration in plan work: roughly $15.8 million of client assets are managed on a discretionary basis for plan participants, despite the firm serving only a handful of clients. The brochure also discloses that the firm’s principal has a separate business‑consulting affiliation, which the firm identifies as a potential conflict of interest it seeks to mitigate.

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.