Video Library

Meet Dave Coult

Learn why Dave Coult, President of Milestone Financial Associates, founded the firm and what drives him to succeed.

Meet Our Team

Meet the team at Milestone Financial Associates, a wealth management and retirement plan consulting services firm in the Lehigh Valley, and learn why you should join our family!

Employee Education

Educating employees about their corporate retirement plan should be fun and informative. We invite you to watch this short video where Milestone President Dave Coult explains why engaging employees can make all the difference.

Fiduciary Liability

If you are the plan sponsor of a corporate retirement plan, we invite you to view our video about fiduciary liability. Not understanding your responsibilities could be a very costly mistake.

Company Overview

Retirement Plan Consulting

View a message about retirement plan consulting services from Milestone Financial Associates President, Dave Coult.