A complete list of active advisors currently associated with Milestone Wealth
Warmer can help you find a great advisor at Milestone Wealth or one who fits your needs even better.
Milestone Wealth is a SEC-registered advisory firm serving individuals (including high-net-worth clients) and business entities through a three-advisor team. The firm offers discretionary portfolio management, financial planning, and consulting services, and may recommend or engage third‑party sub‑advisers and insurance products as part of client solutions. Portfolios are constructed from firm model portfolios or customized allocations and are monitored and rebalanced on an ongoing basis to reflect each client’s objectives and risk tolerance. The firm discloses use of tax-aware techniques such as direct indexing and says it employs AI‑based tools for analysis and meeting transcription (with an opt‑out available), both of which are identified in recent brochure updates addressing associated risks. Compared with many similarly supported advisers, Milestone Wealth manages a relatively large asset base for a small team (about $221 million in client assets across roughly 226 clients) and has an integrated estate‑planning referral arrangement through the Wealth.com platform that is offered at no charge to clients with $2 million or more in firm assets. The firm’s advisers are also licensed to sell insurance and may receive commissions for those products, a relationship the brochure discloses and discusses as a potential conflict of interest.
To learn more about the advisors currently working at Milestone Wealth, 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 |
|---|---|---|
Greenville, NC
| 2
| |
Greenville, NC
| 0
| |
Greenville, NC
| 37
|
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