Thank you for your interest in our team at Milestone Financial! We are an established and fast-growing wealth management firm with offices in Macungie, Bethlehem, and Spring City, Pennsylvania.
We foster a culture of teamwork and accountability, where employees are highly valued and can grow, prosper, and thrive. We seek to build long-term relationships with friendly, successful clients who value our advice. We do this by providing excellent service, sound advice, and by always looking out for our clients’ best interests.
Whether you are an experienced advisor or are aspiring to build a career as one with an established foundation, we want to talk with you! Please submit a cover letter describing your career ambitions and interests along with your resume to [email protected].
Whether you are a paraplanner, a client service associate, or have experience in other aspects of financial planning, we want to talk with you! Please submit a cover letter describing your career ambitions and interests along with your resume to [email protected].
Practice Merger or Succession
At Milestone, we help clients design the ideal transition to retirement. We can help established financial advisors plan that transition as well, helping ensure that their clients are well served and they realize the value of the practice they have worked so hard to build. We have completed four practice acquisitions or transitions in our firm’s history, each with strong retention of clients and staff members. If you’d like to have a confidential conversation, please reach out to our Founder, David Coult, at [email protected].