About

What We Do

Our mission is to enhance the quality of our clients lives by creating and implementing financial plans that integrate investment portfolios with the broader elements of their lives. We view wealth management as the union of personalized investment oversight and strategic, ongoing financial planning, and believe that this approach provides the greatest benefit and cost efficiency. Acting under fiduciary guidelines, our process creates a supportive framework for helping our clients identify, prioritize and realize their most important financial goals. Our objective is to help you to place your money in alignment with your values by exploring these areas at the outset of the financial planning process and maintaining this focus over time. Investment management flows naturally from this emphasis and evolves as your objectives progress across the important stages of your financial life.

What We Don’t Do

Milestone Financial Advisors, LLC is a fee-only advisory firm and does not receive commissions from mutual fund companies or other entities. While we will refer out to carefully screened professionals where appropriate, there are never any third-party agendas at work. We do not sell insurance, annuities, or limited partnerships, nor do we receive referral fees from accountants, realtors or attorneys.

What We Value

We are committed to a corporate giving program which reflects our high ideals as well as the ideals of our clients. We will not knowingly recommend investments that cause human suffering or environmental degradation. For interested clients, we have access to a wide array of socially-responsible investments. Environmental impact is reduced by utilizing products produced by New Leaf Paper, which uses 100% post-consumer recycled paper. Web design, marketing and art work is by Ursa Minor, a certified Green Business. We donate 3% of annual profits to charitable organizations.