Milestone Wealth Advisors

803-736-3406 Zach@milestonewealthadvisors.com

Every financial decision is a milestone — and every milestone deserves a plan behind it.

David Grookett and Zach Coggins bring over 50 years of combined experience to the clients they serve in Columbia, SC and beyond. David has spent more than four decades building a reputation for trust, integrity, and steady guidance through every kind of market. Zach, a third-generation financial advisor and University of South Carolina graduate, has partnered with David for over 15 years — carrying forward a multigenerational family legacy of client-first service.

Together, David and Zach lead a firm built on collaboration. Every recommendation is a joint decision, reviewed and shaped by both partners, so you always get the benefit of two perspectives rather than one.

We specialize in comprehensive financial planning for individuals approaching or enjoying retirement, along with business owners, physicians, attorneys, and other professionals working to grow and protect significant wealth. Whether you're maximizing retirement income, managing investments, or planning your estate, we build strategies tailored to your specific goals — not a one-size-fits-all model.

As an independent, multigenerational firm — spanning David's decades of experience and Zach's family lineage of financial advisors — we work for you, not for any product or parent company. That independence lets us recommend what's genuinely best for your situation.

Our services are designed for clients with a minimum of $500,000 in investable assets. If you're within 5–10 years of retirement, already retired, or have built substantial wealth that needs a clear plan behind it, we'd welcome the conversation.