The Milestone Group’s philosophies and principles of discipline, diligence, excellence, and loyalty to our clients have attracted a growing customer base that exceeds $1.7 billion in assets under management. Our passion for delivering the highest caliber financial advice is coupled with our highly personalized methods for managing the wealth of our unique clientele.

We follow a time-tested philosophy of investment diversification and prudent risk management. When designing each client portfolio, The Milestone Group applies this doctrine, rooted in research begun over 50 years ago by finance professionals, academics, and Nobel Prize-winning economists.

Our strategies have been tested during market extremes ranging from powerful bull markets to severe bear markets. More importantly, we believe that attractive long-term performance can be achieved only when a consistent and disciplined strategy is pursued. Discipline is the single most critical element to growing wealth, and we attribute much of our performance to this mindset.