Milestone Wealth Advisors

803-736-3406 Zach@milestonewealthadvisors.com

At Milestone Wealth Advisors, we specialize in providing personalized, comprehensive financial planning for individuals approaching or enjoying retirement, as well as others seeking to grow and protect their wealth. With a focus on helping clients navigate the complexities of these important phases of life, we aim to ensure that you can live your retirement years with confidence, while also supporting the financial goals of those at various stages of their journey.

Founded by a team with deep-rooted family values, our firm is led by David Grookett and Zach Coggins. Together, they bring over 50 years of combined experience in the financial industry. David’s four-decade-long career has built a foundation of trust and reliability, serving clients with dedication and integrity. Zach, a 3rd generation financial advisor and University of South Carolina graduate, has been partnering with David for over 12 years, carrying forward a family legacy of client-focused service.

Our team takes a collaborative approach to financial planning. Whether you’re looking to maximize your retirement income, manage your investments, or plan your estate, we’re here to provide guidance tailored to your unique goals. We work closely with each client to understand their individual needs, creating strategies that help safeguard their financial future. Our services are available to those with a minimum of $500,000 in investable assets.

Located in Columbia, SC, we serve clients both locally and beyond. At Milestone Wealth Advisors, we treat our clients as part of our extended family, building lasting relationships grounded in trust, communication, and genuine care.

If you’re within 5-10 years before or after retirement, simply seeking guidance on how to achieve your financial goals, or has substantial wealth that needs to be managed we invite you to connect with us. Let us help you take the next step toward a secure and fulfilling future.