Milestone Financial Associates specializes in the design and management of group health insurance and retirement plans, as well as business and estate preservation programs.  David S. Coult, CFP®, CLU®, ChFC®, Founder, is a  Certified Financial Planner™ professional and has been in the business for 11 years.  Milestone Financial Associates was founded in 2002 in the wake of the Blue Cross and Blue Shield split and has experienced tremendous growth since then.

     Milestone manages an association health plan for construction companies and works with a number of small businesses and non-profit organizations throughout Eastern Pennsylvania.  Milestone consistis of six employees, three of whom are licensed
insurance agents supporting our clients.