Welcome

As the financial and legislative environments change at a rapid pace, highlighted by a 24/7 news cycle, investors are inundated with an excess amount of data to analyze. Often, this analysis provokes emotions that potentially lead to fear-based financial and investment decisions. At Milestone Investments, we help our clients replace emotion and fear with confidence and trust. Our decades of experience support the expert advice delivered during these uncertain times.

We specialize in 401k plan services and individual wealth management, both of which lead to retirement income and distribution planning. Our approach is focused:  To act as a trusted advisor to our corporate and individual clients to assist them in achieving their financial milestones through comprehensive and objective analysis, unbiased recommendations and superior service.

And last, independence is a critical component to our process. That’s the foundation Milestone Investments was built upon in 1999. That foundation has led us to our present boutique advisory firm with decades of experience operating as an independent broker-dealer and registered investment advisor.

Thank you for reviewing our services.