A complete list of active advisors currently associated with Milestone Investment Advisors, LLC

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

Milestone serves individual and high‑net‑worth clients as well as charitable and retirement‑plan sponsors, offering ongoing portfolio management, project‑based financial consulting, and 401(k) plan consulting. The firm manages both discretionary and non‑discretionary accounts and will, for larger portfolios, recommend and monitor third‑party separate account managers as part of a client’s overall program. Milestone begins client relationships with an individualized asset‑allocation model and implements portfolios using a mix of fundamental and technical analysis, drawing from mutual funds, ETFs, interval funds, REITs, structured notes, annuities and separately managed accounts. Clients may impose investment restrictions and accounts are reviewed on a regular schedule, with semi‑annual portfolio appraisal and performance reporting supplemented by custodian statements. Compared with many peers in the team/adviser range, Milestone’s use of third‑party separate managers for multi‑million dollar portfolios and a formal 401(k) consulting program (including semi‑annual sponsor meetings and participant education) are notable. The firm also offers project‑based private manager search and performance evaluation and discloses operational practices such as limited custody arrangements via standing transfer instructions, which shape how it manages larger and institutional relationships alongside individual clients.

To learn more about the advisors currently working at Milestone Investment Advisors, 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.