A complete list of active advisors currently associated with Milestone Financial Associates, LLC

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

Milestone Financial Associates, LLC is a team-based registered investment adviser of seven advisors managing about $654 million in discretionary assets that provides personalized investment management and financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans and corporations. The firm generally requires a $500,000 minimum household portfolio to engage its services, though that minimum may be waived in certain cases. MFA typically manages client accounts on a discretionary basis, constructing tailored asset allocations using mutual funds, ETFs, stocks and bonds and relying primarily on fundamental analysis to select securities. Financial planning is integrated into most advisory relationships, the firm conducts at least annual reviews, and it offers customized cash management portfolios designed around tax status and cash flow needs. Uniquely for a team firm, MFA sponsors and manages a wrap fee program and also actively manages asset‑based share classes through American Funds, arrangements the brochure treats separately from its non-wrap accounts. The firm, formed in July 2025, reported over $650 million in regulatory AUM within a year and discloses a transition assistance arrangement with Schwab that ties certain benefits to maintaining at least $200 million of client assets at that custodian.

To learn more about the advisors currently working at Milestone Financial Associates, 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.