A complete list of active advisors currently associated with Milestone Wealth Management & Insurance, LLC

Warmer can help you find a great advisor at Milestone Wealth Management & Insurance, LLC or one who fits your needs even better.

Milestone Wealth Management & Insurance provides investment management and a range of financial planning services to individuals (including high‑net‑worth clients) and to employer plan sponsors. Offerings include portfolio management, project and ongoing financial planning, equity‑compensation analysis, employee benefit plan consulting, and advisory insurance products such as fee‑based annuities. The firm primarily implements passive portfolios informed by Modern Portfolio Theory and typically uses low‑cost index mutual funds and ETFs, while also employing fundamental, technical, charting and cyclical analysis to inform recommendations. Uncommonly for peers, most client accounts are managed on a non‑discretionary basis, so the firm requires client authorization before executing trades. Milestone is a single‑advisor practice with roughly six clients and about $2.185 million in assets under management, reflecting a small‑scale, individualized advisory model. The firm also offers public educational seminars and speaking engagements (sometimes provided pro‑bono) and provides employer plan and insurance‑related advisory services while maintaining a fee‑based approach to insurance products.

To learn more about the advisors currently working at Milestone Wealth Management & Insurance, 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.