Milestone Asset Management Group Employee Directory
Financial ServicesConnecticut, United States2-10 Employees
Milestone Asset Management Group is a fee-only wealth management firm serving individuals near retirement or already retired who have at least $250,000 in investable assets. Based in Avon, Connecticut, with operations spanning Avon and Milford, the company provides financial planning and wealth management services aimed at helping clients manage retirement-focused financial needs in a regulated, advisory capacity. Positioned in the financial services industry, Milestone Asset Management Group emphasizes a fiduciary approach by charging clients directly for advisory services rather than commissions, aligning with a client-centric model. The firm operates with a small team, reflecting a boutique practice structure. A notable recent development is its involvement in expanding its investment holdings, evidenced by acquiring a stake in the iShares ESG MSCI USA Leaders ETF in the fourth quarter, as reported in mid-2025.
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