Dakota
Dakota
Book a Demo
Talk to an Expert

Milestone Investments Inc.

EST. AUM
$277,303,959

CONTACTS
3

CLIENT ACCOUNTS
138

Firm Details

Metro area Charlotte
CRD Number 47090
Website milestoneinvestmentsinc.com
Client types

Overview

Milestone Investments helps clients navigate the rapidly changing financial and legislative environments, focusing on replacing fear with confidence and trust. Specializing in 401k plan services and individual wealth management, they assist clients with retirement income and distribution planning. Their approach emphasizes being a trusted advisor through comprehensive analysis, unbiased recommendations, and superior service. Founded in 1999, Milestone operates as an independent broker-dealer and registered investment advisor, valuing independence as a key component of their process.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy