Waynesburg, PA N. Woodland Ave Office
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Milinovich & Co., Inc
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About
Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates and other entities. The firm reports managing roughly $106 million in discretionary assets and serves about 300 client relationships.
Portfolios are typically built from mutual funds, ETFs, bonds and CDs with an emphasis on asset allocation, long-term investment horizons and investor-specific risk profiles; the adviser develops written client profiles and monitors accounts on an ongoing discretionary basis. The firm uses analytical tools such as Morningstar and Charles Schwab’s institutional platform to evaluate funds and managers, and offers modular or comprehensive planning engagements delivered in writing or electronically.
Distinctive elements include a relatively small advisory team supporting a large number of client relationships, which implies a higher client load per advisor than many peers. The firm operates as fee-only, generally recommends Charles Schwab as custodian and deducts fees under client authorization, maintains policies such as not voting proxies on managed accounts, and employs staff with professional certifications who are active in local community organizations.
Based on Milinovich & Co., Inc
Expertise
Based on Milinovich & Co., Inc
Location
101 N. Woodland Ave
Waynesburg PA 15370
Advisors at this office
2
Advisors at this office
Joshuah D
CFP®, Series 65
Waynesburg, PA
Milinovich & Co., Inc
Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.
Michael M
Series 65
Waynesburg, PA
Milinovich & Co., Inc
Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.
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