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, businesses and not‑for‑profit organizations with holistic financial planning and discretionary portfolio management. Its service menu includes written Investment Policy Statements, retirement and education planning, employer benefits optimization, and divorce financial planning. The firm constructs individualized portfolios using mutual funds, ETFs, equities and fixed‑income securities and emphasizes principles of value, safety and quality with a focus on risk control to limit downside. Financial planning is delivered as a multiple‑meeting process that begins with a complimentary consultation, and the firm may engage third‑party sub‑advisors for portfolio management when appropriate. Noteworthy aspects highlighted in the brochure include a formal specialization in divorce financial planning supported by a separate consulting business that the principal devotes a significant portion of time to. The firm also relies on a single custodial platform and describes educational outreach (seminars/workshops and attendance at conferences) and custodian‑provided practice support as part of its operating model, which the brochure notes can create potential operational or conflict‑of‑interest considerations.
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 |
|---|---|---|
Columbus, OH
| 26
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")