Our Goals

At Milestone, our goal is to help our clients carefully preserve and consistently grow their wealth. We use a highly structured portfolio design process with inflation as its core benchmark. Each portfolio is designed to exceed inflation by increasing degrees based on our clients’ willingness to embrace potential fluctuations. Throughout this process, we remain committed to bringing you peace of mind as we strive to manage each element of your assets.

Our Values

We believe in striving every day in every interaction to live up to the trust our clients place in us. That is why we dedicate ourselves to always putting their needs, their goals and their futures first.

Ultimately, our firm is only as successful as our clients are, so we remain truly committed to helping them bring lasting financial success to life.

Our Ethics
“For what profit is it to a man if he gains the whole world, and loses his own soul?”
— Matthew 16:26

Milestone looks to the Certified Financial Planner Board of Standard’s Code of Ethics to guide our business. Within this code are seven fundamental principles: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. We believe upholding these principles is essential to our success, because our growth is firmly rooted in our clients and the trust they put in us.