Welcoming a new child into the world
Watching your family grow is a proud and exciting time in life. You may wish to not only provide love and attention to the little one, but prepare to help with college costs or consider how insurance and estate plans should be adjusted.
DISTINCTIONSTHAT SET US APART
Choosing a financial advisor is an important decision worthy of considerable thought and reflection. We like to regard ourselves as experienced, team-oriented, and trustworthy – consider the following:
A close-knit team with nearly 100 years of combined experience
Being around for a while means we have weathered all cycles of the market. Over the years, we have amassed a considerable amount of experience, which we’ll apply in helping you pursue your goals.
A practice built around clients and personal service
We are not everyone’s advisor nor should we be. We have found that to offer the high level of service our clients deserve requires considerable time and attention – and this is exactly what we deliver.
Holistic financial planning for your life
Our focus encompasses far more than managing your investments. We serve as an advocate for every financially- related event in your life, whether it’s real estate, healthcare, retirement, or any financial matter. We will even accompany you in meeting with your attorney or CPA as planning dictates.
A fully discretionary practice
With discretionary portfolio management, you set the direction, while our team works together to ensure proper execution of the strategy – based on your goals and timeline.
Caring for every generation of your family
Our group has many multigenerational clients. Milestone Advisory Partners’ mission is to serve as your family’s financial advisors, handling all matters related to managing and preserving your wealth, and planning your estate – so you are free to focus on enjoying your life and the people important to it.
We have financial advisors that are Certified Financial Planner™ practitioners
Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks. It not only enhances our approach to your total financial life, but also adds a higher degree of training to address all financial matters.
Sharing collaborative strengths
Each one of our team members brings something to the table, and we share our experience, knowledge and strengths when addressing your financial matters. You can be confident in knowing you have a full team supporting you.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.