Frequently Asked Questions

Have questions? You're not alone. Here, you'll find quick answers to some of the most common questions we receive about our services, what it means to be a Registered Investment Advisor (RIA), and how we help clients achieve financial clarity and confidence!

What services does Milestone Financial provide?

At Milestone, we offer financial planning, investment management, retirement planning, estate planning, business planning, and employer benefit plan services.

What makes Milestone different from other financial firms?

We are committed to only hiring the best and brightest — both from the standpoint of technical expertise (CFP®, CFA®,  ChFC®, etc.) and training, but even more important, the character of our people. We also operate with two advisors per client to allow for better note taking, quicker follow-up, and faster high-quality service.

What does it mean to be a fiduciary?

As a fiduciary, we have a legal and ethical responsibility to put our clients’ interests first.

What does it mean that Milestone is a Registered Investment Advisor (RIA)?

As an RIA, we are a fiduciary firm that provides investment advice where our clients’ interests are first. We are registered with the Securities and Exchange Commission (SEC) to offer personalized services to our clients.  

How often does a client and their advisor meet?

It depends entirely on the client’s preference! A client and their advisor can meet quarterly, semi-annually, or annually – it’s completely on their schedule! We also offer either in-person or virtual appointments to make our services as flexible as possible.

Can I track my financial plan and investments digitally?

Yes, we have a client portal and a mobile app available for our clients. Through these platforms, you can view your finances and investments anywhere at any time!