Overview


Milestone Financial Consultants, founded in the year 2005, is an independent wealth management and investment advisory firm built upon a foundation of professionalism, trust and integrity.

We provide objective, unbiased and rational financial advice to individuals, families and institutions. Working in partnership with you, we will help you preserve the value of your assets while simultaneously optimizing their performance through wise asset allocation, prudent risk management and effective investment strategies. We complement these services with robust execution capabilities and attentive client service.

Together with Milestone Financial Consultants, you can carefully define your financial goals and design a strategy to help achieve them. Your individual plan will be based on your unique goals and dreams taking into consideration your attitudes, preferences and present situation.