Milestone Advisory Partners, Llc
Investment Management Company
Why pick this one
Milestone Advisory Partners provides personalized financial planning and holistic wealth management through a team serving the Sandhills and surrounding areas for several decades.
Best for
- Individuals and families seeking personalized financial planning
- Clients seeking holistic wealth management
- Clients wanting long-term financial planning and guidance
- Clients in the Sandhills and surrounding areas
Specialties
- Personalized financial planning
- Holistic wealth management
- Investment management
- Portfolio management
Certifications
- CFP®
- ChFC®
- AAMS®
- CRPC®
What makes them different
- Team members have collectively served the Sandhills and surrounding areas for several decades
- Financial planning is customized to each client's lifestyle, needs, and priorities
- The team supports long-term financial plans and guidance across clients' financial lives
- As a division of NewEdge Advisors, the firm has dedicated investment, trading, portfolio management, operations, and compliance support
- Team members have guided clients through virtually every market condition and economic scenario
Distilled from this business's own website.
Contact & Location
- Address
- 103 Bradford Village Ct, Southern Pines, NC 28387-5451
- Phone
- 19106916100
- Website
- https://milestoneadvisorypartners.com
Services
- Financial planning
- Wealth management
- Investment management
- Financial consulting
- Portfolio management