Our Vision and Values

To: Our Client Family


In our quest to build the best wealth management firm in Eastern Pennsylvania (or the world, for that matter), we spend a lot of time on our values, our culture, and the quality of our people because we believe that these things, and the experiences our clients have working with us, are vitally important—just like our credentials and expertise are important.

So, the purpose of this letter is to share our vision for the future. We are growing! Over the last 20 years, Milestone has continued to grow through referrals from clients like you and other professional recommendations. We opened a second office in Bethlehem in January 2019 and a third office in Spring City in 2021. It is important to us that as we grow, we retain our character, values, and “feel.” Our mission is to help you achieve satisfaction, joy, and meaning for yourself and the people you care about, free from financial anxiety—to help you live your best life!

We must be there for you, not only for the rest of your life but beyond, to ensure that your wishes—the plans you made—are carried out. As we’ve grown, we’ve continued to realize, we need a team of advisors. Why? Because people go on vacation. People get sick. People retire. One person can’t do it all. That's why we are so committed to a team approach, and to building a vibrant firm made up of highly qualified, caring people who are focused on long-term relationships with you—our clients, and with each other.

So, we’ve continued to add highly qualified staff to our team. We are committed to only hiring the best and brightest—both from the standpoint of technical expertise (CFP®, CFA®, CPA®, ChFC®, etc.) and training, but even more important, the character of our people. It appears to be working, as we were just named to the Forbes List of Best-In-State Wealth Management Teams!

You’ve likely noticed that we began having two advisors in meetings recently. This has allowed for better note taking, quicker follow-up, and it will provide for faster high-quality on-demand service as more members of the team understand each client’s situation.

I hope you can feel my excitement. I am filled with gratitude for the fullness of life and the relationships that I and our team are privileged to share with each of you. And I am incredibly excited about what the future holds!

Continued success and warmest regards,

David S. Coult, CFP®, CLU®, ChFC®, CPFA

President and Founder

 

2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023.  10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.  For more information, visit http://tinyurl.com/km7znnpm.