Milestones Private Investment Advisors LLC

Milestones Private Investment Advisors provides personalized financial planning and investment management services. The firm focuses on creating realistic retirement plans by taking a comprehensive look at each client's entire financial picture. When managing portfolios, Milestones utilizes a variety of proprietary strategies—ranging from equity-focused options to bond strategies—primarily using exchange-traded funds and mutual funds. Clients can choose to have Milestones manage their investments with the authority to make trades without asking first, or on a collaborative basis where they approve trades beforehand. The firm works primarily with individuals, families, trusts, and charitable organizations, tailoring portfolios to match the goals established during the financial planning process.