Milestone Investment Management LLC is a locally owned and operated independent financial planning firm. We believe in a comprehensive, financial planning-led approach. We consider the significance of all assets in the long-term picture before we recommend any changes.
Founded in 2006, Milestone partners 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.