A complete list of active advisors currently associated with Milinovich & Co., Inc.

Warmer can help you find a great advisor at Milinovich & Co., Inc. or one who fits your needs even better.

Milinovich & Co., Inc. is a fee-only registered investment adviser that provides investment advisory and financial planning services to individuals, families, businesses, trusts, estates, charitable organizations and qualified retirement plans. The firm manages client assets in IRAs and brokerage accounts, primarily using mutual funds, exchange-traded funds (ETFs), certificates of deposit and bonds. The firm develops an investor profile for each client and emphasizes diversified asset allocation and long-term investment horizons, making recommendations based on objectives, risk tolerance and time horizon. Milinovich uses tools such as Morningstar Advisor Workstation and Charles Schwab’s institutional platform, monitors portfolios on an ongoing basis, and generally implements strategies discretely under discretionary authority, using passive fixed-income approaches for preservation and active fund strategies for growth. Milinovich is notable for its client servicing model: two advisors oversee about 425 clients (more than 200 clients per advisor), a client-to-advisor ratio that is high for firms of this size, and the firm follows stated procedures to deduct advisory fees directly from custodial accounts while expressly leaving proxy voting to clients. Effective December 31, 2025, Joshuah A. Dains became the firm’s 100% shareholder and Chief Compliance Officer; he holds CFP and CMA credentials and is active in several local nonprofit organizations.

To learn more about the advisors currently working at Milinovich & Co., Inc., 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.