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

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

Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, non‑profit organizations, and small businesses. The firm manages approximately $590 million in client assets and serves about 257 clients through a team of 12 advisors operating from five offices. Milestone’s investment approach emphasizes disciplined asset allocation, tax efficiency, and low‑cost, broadly diversified mutual funds and ETFs (including institutional share classes and DFA funds), generally avoiding market timing and speculative strategies. Portfolios are typically managed on a discretionary basis, with ongoing monitoring, periodic rebalancing, and coordination with clients’ other advisors as part of an integrated financial planning process. Noteworthy features for a team firm include its multi‑office footprint and its affiliation with an accounting firm (JLC CPA), which the brochure describes as a reciprocal referral relationship with separate, fee‑based tax engagements. The firm also highlights access to institutional fund platforms and has recently formalized standalone financial‑planning subscription offerings for new client relationships.

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