Broker Check

Our Process

<b>Phase I: Get to know each other</b>

Phase I: Get to know each other

We begin this stage during our initial meeting where we get to know one another. To make sure we like you and you like us. Not everyone is a good fit for our practice. We focus on what your specific needs are and what you want your investment capital to do for you. Tell us your financial story. Every family’s financial situation is unique.

<b>Phase II: Find out what&#8217;s most important</b>

Phase II: Find out what’s most important

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs, risk, goals, and objectives. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. We determine the probability of success of your financial future.

<b>Phase III: Decide on your next financial steps</b>

Phase III: Decide on your next financial steps

The primary objective of this phase is to successfully implement your investment strategy. Discuss and choose your personal financial path. Take action, and start implementing the plan, we strive to make this process as straightforward as possible taking the needed time necessary to complete what we have planned for.

<b>Phase IV: Monitoring and Adjusting</b>

Phase IV: Monitoring and Adjusting

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets. We will continue to collaborate with outside professionals as necessary.


Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Milestone Wealth Advisors.


Because over ninety percent of our clients are retirees, pre-retirees, business owners, and professionals with similar concerns, we are in an ideal position to help meet their needs. When you choose MWA, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, we have over 43 years of combined asset management experience!


As an independent firm, we represent our clients interest rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company or product. Clients best interest is the basis of all recommendations and advice.


Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including:

Comprehensive Financial Planning

Legacy, Estate, and Philanthropy Planning

Tax Minimization Strategies

Risk Management and Asset Protection

Enhanced Portfolio Reporting

Frequent Communication and Education

Financial Wellness

Vast resources of other industry professionals

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