A complete list of active advisors currently associated with Milestones Financial

Warmer can help you find a great advisor at Milestones Financial or one who fits your needs even better.

Milestones Financial serves individual and family clients with financial planning and investment recommendations delivered through flat‑fee planning engagements and separately billed hourly advising. The firm is fee‑only and does not provide discretionary investment management, accept custody of client assets, or maintain assets under management. The firm gathers detailed client financial information, goals, and a risk profile to produce written recommendations and uses an asset‑class based approach informed by modern portfolio theory in its investment analysis. Reviews and follow‑up work are provided only upon client request and are billed separately; Milestones will assist with trade execution or rebalancing only with the client’s active participation and under a billed engagement. What distinguishes Milestones from many peers is its reliance on flat fees and hourly billing rather than percentage‑of‑AUM compensation, and its participation in FinancialPoint’s Beneficial Financial Counseling Service, under which VA‑sponsored referrals have planning services paid by FinancialPoint. The firm’s advisory personnel hold CFP® and Enrolled Agent credentials and the practice uses a multi‑tiered planning structure that scales by complexity while not acting as an asset manager or custodian.

To learn more about the advisors currently working at Milestones Financial, 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.