Milestone believes being independent allows them to offer truly unbiased, objective advice.
In 2013, Michael L. Stone joined Integrated Financial Group, a consortium of independent LPL financial planners from across the country. Since its inception in 2003, the Consortium has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium of expertise is called the Brain Trust.
Milestone Investment Management’s affiliation with this professional group is invaluable; it gives them access to a network of talented, like-minded peers who share strategies, best practices and advice. Their clients benefit from the collective expertise of the Brain Trust in addition to the perks Milestone customized financial planning approach.
What Is The Consortium?
Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta, with over $1.2 billion in brokerage and advisory assets under management*. With over 70 Consortium Members owning firms across 9 states, they form a diverse, experienced and qualified group of professionals. Each advisor member in the consortium independently owns his or her financial practice, and everyone has their own style and special area of planning expertise. Twenty fifteen marks their 12th> consecutive year as one of Atlanta’s Top 25 Financial Planning and Advisory Firms. They are also an Atlanta Journal-Constitution Top Workplace for 2015 and 2016.
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*Based on assets under advisement since 2004, Atlanta Business Chronicle.