Why Choose Us
Independent and Objective Guidance
Guidance is at the core of what Milestone Advisory Group does for their clients much like a GPS system. Milestones service to their clients is hands-on, personalized and proactive. A compass only shows you the direction you heading, a map only shows you where to go; a GPS Navigation system actually guides you directly to your destination each step of the way. A GPS allows you to stop along your route and enjoy milestones.
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.
What is an independent financial professional?
Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Milestone prides itself on being an independent financial firm. As an independent financial professional, I am not an employee of an investment or financial services firm I am an independent business owner dedicated to insuring my clients receive concierge advisory services.
Milestone Advisory Group's advisors utilize a broker-dealer who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws.
What is an independent broker-dealer?
There are many different types of broker dealers to consider in choosing a broker-dealer. You may be familiar with broker-dealers that are subsidiaries of conglomerates such as commercial banks, investment banks, and investment companies. An independent broker-dealer is different from such firms because they generally do not underwrite securities, they do not create research, and they do not engage in investment banking. Because our team are not affiliated with a conglomerate we are not forced to sell proprietary products or meet any sales quotas. Therefore, our team is not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.This enables the Milestone Investment Advisory team of professionals to customize an investment strategy designed to meet your unique long-term financial needs.
An independent broker-dealer allows the advisors at Milestone Advisory Group to offer non-proprietary products, such as mutual funds, life insurance or alternative products, from a wide variety of companies. Our team has chosen to work Cambridge Investment Research as our independent broker-dealer in order to offer you unbiased investment advice compensated in the form of fees, commissions, or both.