Milestone Advisory Partners

Click me

Here comes the bride

Your child’s wedding is one of life’s most sentimental moments, but there are things to consider, from helping fund the gala event to financially assimilating the new branch of the family tree.


DEVOTED TO YOUand the milestones in your life

The affluent individuals and families we serve across the U.S. and worldwide represent quite a diverse group. Among them, you’ll find physicians, executives and business owners. Our clients may be far from retirement or approaching retirement while others are already successfully retired.

What they do have in common is this – they lead active lives with many interests and family activities. This is why they choose Milestone Advisory Partners to manage their financial matters – so they can fully focus on enjoying what they do; whether it is maintaining their lifestyle, providing for their loved ones or giving back to their communities.

They want to know that they will have the income they need 10, 20, 30 years down the road. They don’t want to worry about the ups and downs of the market, but find comfort in knowing they have a highly capable and experienced team of financial advisors vigilantly looking out for them.

Above all, they recognize the value in having a long-term financial plan, and well-reasoned advice for every financial matter in their lives – at every step along the way.