Milestone Investment Management LLC is a locally owned and operated independent financial planning firm. As an independent business, we are free of sales objectives and product constraints, committing entirely to our clients' objectives. Founded in 2006, Milestone partnered with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients have access to a diverse range of investment choices and market research to complement their objectives.
Please click on each image below to learn more about a member of our team.