Our Story
You Are Heard and Seen
At Milestone Investment Management, we understand strategy and investments, but what we really want to understand is you and your financial goals and needs, so we can help you reach your next milestone. With more than 50 years of experience in banking and investment management, Michael Stone knows the most important thing he can do is listen carefully to you.
Market Results May Be Unpredictable.
Our Commitment to Personalized Service is Not.
As an independent financial advisory firm, we offer guidance that isn't tied to a specific product. We take pride in making you feel cared for like a member of our family.
What our Clients are Saying
“We joined Milestone Investment Management in 2018 after being with three different firms in Atlanta. We wanted to bring our accounts closer to home. Once we interviewed with Michael at Milestone, meeting Andrea and Jen, we felt like we had come home.
My husband became ill in 2023 and the first to step up to help was Milestone. They filled out paperwork that I did not understand and helped us in any way possible. They provided more than just business; they provided shoulders, support just as your family and friends would when in need.
Things are better for us, but they are still right by our sides. They pray for us, check on us, and are just a phone call away. It is hard to find a good business and good folks in today's world. You will find that at Milestone. It is not just about money. Extend your family today and go and see the kind, wonderful folks at Milestone Investment Management. God Bless.”
— Jerry & Carol M.”
The statement was provided 03/26/24 by Jerry and Carol, who are current clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Purpose and Direction
Whether you're dreaming of a comfortable retirement, saving up for your ideal vacation, building a secure future for your loved ones, or simply seeking financial independence, every investment endeavor needs a clear purpose and direction. For decades, we have helped our clients surpass the important landmarks on their way to and through retirement.
Keep Your Eyes Fixed on the Horizon
Let's embark on your financial journey together and discover how your aspirations can shape a future of financial success.
