Milestone Financial Associates, LLC

EST. AUM
$654,492,629

CONTACTS
9

CLIENT ACCOUNTS
1,988

Firm Details

Metro area Philadelphia
CRD Number 336684
Website milestonefa.com
Client types

Overview

Milestone Financial Associates is a wealth management firm that prioritizes building meaningful, longterm relationships with its clients. The company takes the time to truly understand each client and their family's unique needs, aiming to deliver a personalized, clientcentric experience. Their philosophy combines expertise with a commitment to clear communication—explaining complex financial concepts in straightforward terms and avoiding jargon. With credentials like CFP®, ChFC®, and CFA®, the team at [Company Name] has made a deliberate investment in their training and expertise to provide exceptional financial guidance. They take a proactive approach to managing clients' financial health, identifying and addressing potential issues before they arise, which fosters greater confidence in their clients' financial futures. The firm offers a comprehensive suite of services, including financial, tax, and estate planning, and ensures that clients' documents are regularly updated in accordance with legal and regulatory changes. When necessary, they bring in trusted outside specialists. They also monitor market shifts and personal circumstances to ensure portfolios are properly aligned with clients' goals. Known for providing a high level of service, [Company Name] combines the attention to detail and personalized care of a luxury brand with the efficiency and reliability of a toptier logistics company.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Milestone Financial Associates, LLC

Platform Details

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