Milestone Advisory Group, LLC

Overview

Milestone Advisory Group, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm positions itself as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its service mix includes financial planning, selection of other advisers, pension consulting support, and educational seminars and workshops, which suggests a client-facing practice that emphasizes advisory relationships and manager selection rather than proprietary product manufacturing. Investment implementation centers on publicly available pooled vehicles—primarily mutual funds and other public funds—and selective use of external managers for targeted allocations. Milestone does not identify as an active ESG investor. Given the firm’s scale and client profile, its investment posture appears to favor diversified, professionally managed portfolios delivered through discretionary accounts, supplemented where appropriate by externally managed alternative exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices