connecting your money to your life.TM
 
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Welcome to
MILESTONE FINANCIAL ADVISORS, LLC



At Milestone Financial, we believe there is no single financial formula that applies to everyone. No two people have the same attitudes about investing or experiences with money, and no two people have the same definition for financial freedom. Understanding and selecting the criteria for managing investments requires first an understanding of what is unique about every individual. Only then can a truly meaningful and fully tailored financial plan be created and maintained.

Milestone Financial Advisors is a fee-based Registered Investment Advisor (RIA) firm, providing financial planning and investment management services which seek to illuminate the connections between life and money. Our planning process helps our clients identify and achieve their most meaningful goals and important objectives, paving the way for a rich and rewarding financial life.

What Our Clients Are Saying:


“When Aaron Winer focuses on a client he listens with great intelligence and acuity. He hears the unspoken as well as the obviously articulated, providing guidance based on my long-term goals plus the detailed financial particulars of my daily life. There's no one I trust more than Aaron to manage, inform, communicate, and care. In the tough economic times we live in now, I value the responsible, farsighted approach of Milestone Financial Advisors more than ever.” -Deborah B.

“Milestone Financial Advisors understands that helping a client manage their assets is as much about understanding the client as it is about understanding the client's assets. Aaron Winer works hard to understand how a client feels about their money and develops a financial plan and investment strategy that reflects that. Milestone takes the opposite of a one-size-fits-all approach, and has kept us feeling secure, informed and engaged in every step of the process.” -Adam W.

“Aaron Winer took the time to get to know us and to become familiar with our ideas about money, our hopes for our future, and our tolerance of risk before making any recommendations. We feel very lucky to be working with a firm and an advisor that we trust and who offers a steady and calming presence.”  -Dvora W.

“Milestone Financial Advisors has consistently shown a strong command of the realities of our economy and the markets, even (and perhaps especially) during this period of uncertainty and downturn. I feel that they always hold my best interests front and center rather than playing to a particular set of investment opportunities (i.e. a commission based or sales approach.) Milestone does not engage in market timing - they believe in the historical arc of the markets but are, at the same time, acutely aware of opportunities that present themselves for consideration.” -Wendy R.