A complete list of active advisors currently associated with Milestone Wealth Strategies

Warmer can help you find a great advisor at Milestone Wealth Strategies or one who fits your needs even better.

Milestone Wealth Strategies serves individuals, families, small businesses and not‑for‑profit organizations with ongoing holistic financial planning and discretionary portfolio management. Services described in the brochure include investment strategy and asset allocation, retirement and education planning, employer benefits optimization, and a specific divorce financial planning offering. The firm documents client objectives with an Investment Policy Statement and emphasizes principles of value, safety and quality with a focus on risk control, using mutual funds, ETFs, equities and fixed income where appropriate. Financial planning is delivered through a multi‑meeting process that produces a written plan and optional implementation, and the adviser may delegate portfolio management to third‑party sub‑advisors (including a technology‑driven model provider) while conducting periodic reviews. What sets this firm apart from many solo independent advisers is a formal specialty in divorce financial planning: the principal holds a certified divorce financial analyst credential, operates a separate divorce‑focused consulting business and discloses the related conflict and time commitment. The firm also provides educational seminars and workshops and offers employer retirement plan consulting and use of outside model managers, services that are less common among peers of similar size.

To learn more about the advisors currently working at Milestone Wealth Strategies, 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.

Name	Location	Years of experience
Terrie Austin	Columbus, OH	27

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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