Services
Market results may be unpredictable, but our commitment to personalized service is not.
With more than 40 years of experience in banking and investment management, Michael Stone understands the most important thing an advisor can do is listen carefully to clients. At Milestone, we understand strategy and investments, but we want to understand your financial goals and needs so that you can reach your next milestone.
As an independent financial planning firm, we have the opportunity to offer objective financial guidance that isn’t tied to a specific product. We take pride in our dedication to making each client feel cared for like a member of our own family. Market results may be unpredictable, but our commitment to personalized service is not.
We believe investing is a lifelong process. But at Milestone Investment Management, we invest in making you a part of our financial family. Whether you’re an individual, a growing family, a female investor, a business owner, or a retiree, implementing consistent saving habits will help you to become financially organized and work toward your future milestones. We think it’s imperative that our relationships with clients are built on trust, and we promise to always lead you towards smart financial management.
All investments contain a certain amount of risk. Our investment professionals at Milestone Investment Management will help you determine a sound tolerance for risk and design a comprehensive plan to help you work towards your financial goals. From there, we implement, monitor, and adjust with care. We also work closely with your other professional advisers to ensure that efforts are coordinated and complete.
We Help Individuals & Families Plan with Confidence for Retirement
Milestone’s ongoing financial management and professional advice seeks to help you grow and preserve your assets through careful analysis of your situation.
We Address the Unique Needs of Female Investors
Our goal is to help women determine options that may increase the odds of achieving and maintaining financial security.
Business Owners Benefit from Our Experience
Let us help you design a plan to protect your employees, your business and your future. Discover the advantages of offering a company-sponsored retirement plan, and let our professionals help you navigate the myriad of choices in order to make the appropriate selection.
Get a No-Obligation Second Opinion
If you already work with a financial advisor, we will be happy to meet with you and provide a no-obligation second opinion. Let us show you how we can complement the existing relationships established with your tax and legal advisors to provide you, your business and your family with the tools needed to maintain and grow your financial position. Call us today at 770-830-0063 or email [email protected] to set up an appointment.
*The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women's Choice Award, 108 were named Women's Choice Award Financial Advisors/Firms.