Milestones Private Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$220,401,701
Clients
253
Advisors
2
of 3 employees
About
Milestones advises individuals (including high‑net‑worth clients), families, trusts, charitable organizations, pensions and corporations, providing comprehensive financial and retirement planning, asset management on both discretionary and non‑discretionary bases, and retirement plan consulting. The firm also offers separately managed account strategies that it licenses to unaffiliated primary advisors.
The firm frames portfolios around a retirement‑focused, holistic planning process that typically drives asset allocation and implementation decisions. Investment management centers on a broad suite of proprietary quantitative strategies—primarily ETF- and mutual fund‑based, index‑agnostic models that are reconstituted at least monthly (and in some models biweekly) and can rotate between equities, fixed income, cash, commodities, and other hedging exposures.
What is distinctive is the firm’s reliance on strategies managed by an affiliated sub‑advisor under common ownership, a relationship the brochure discloses and subjects to due diligence as a mitigation measure. The firm also serves as a strategy provider to other advisors (including compensating non‑advisory promoters for separate‑account referrals) and manages over $200 million of client assets with a small advisory team, a concentration that can affect scale and service dynamics relative to peers.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $5,000; Retirement plan consulting fees range from $1,000 to $50,000
Minimum fee: Negotiable, typically $1,000 to $5,000 for financial planning; $1,000 to $50,000 for retirement plan consulting
Main office
375 Woodcliff Drive
Fairport NY 14450
Advisors at this office
2
Most active in
Delaware · Florida · Nebraska · New York · Texas
Also doing business as
Milestone Financial Group LLC · Milestones Advisors Group LLC · Milestones Private Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark B
Series 66
Fairport, NY
Milestones Private Investment Advisors LLC
Mark Buscher is a financial advisor at Milestones Private Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Milestones in 2017. Milestones serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing comprehensive financial and retirement planning, asset management, and retirement plan consulting. The firm uses a retirement-focused, holistic planning process and proprietary quantitative strategies that incorporate ETFs, mutual funds, and other asset classes, managing over $200 million in client assets.
Heather P
Series 63, Series 65
Fairport, NY
Milestones Private Investment Advisors LLC
Heather Proctor is a financial advisor at Milestones Private Investment Advisors LLC with 31 years of industry experience. She has held her current position since 2017 and previously worked at Wells Fargo Clearing for one year. Proctor holds Series 63 and Series 65 designations. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial and retirement planning, asset management, and retirement plan consulting. The firm employs a retirement-focused, holistic planning process and utilizes proprietary quantitative strategies across various asset classes, managing over $200 million in client assets with a small advisory team.
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