At Milestones Financial Services we believe that a life well lived is about achieving your goals AND enjoying the view along the way. We’ll craft a course that fulfills your unique financial objectives, allows you security, peace of mind, and puts intention behind your values.
SERVICE
IS OUR GUIDING PRINCIPLE
We understand that everyone’s financial situation is unique. We provide a high-quality service in real-time.
Our services are comprehensive to cover the needs of the
educated working professional from government
employees to engineers, business owners, to people either
preparing or looking to revitalize their Retirement.
Our personalized financial and investment planning allows
us to provide customized guidance to meet your
needs and goals.
Fiduciary Standard:
Our Fiduciary services means putting the best interest of our clients first.
We adhere to the highest level of care for all we serve. For our clients,
we are not only their Advisor, but their advocate, and we work continuously
to show we value, and we appreciate the trust they place in us. The foundation
of any relationship requires clear transparency from us. This includes disclosing
how we are compensated and any potential conflicts of interest. The fiduciary
standard differs from the suitability standard to which stockbrokers/dealers
are held. Our independence sets us apart.
WEALTH MANAGEMENT
Guided by Financial Planning, we advise our clients to develop and implement investment strategies for their unique situations.
VISION
We take an educational approach to financial advising and planning to help our clients make the best decisions in the long term because we want to be a part of a successful future with you.
RELATIONSHIPS
For nearly 15 years, we’ve put our client’s needs first. Everyone has unique needs and goals that require us to know what is important to you. We want to work with you throughout life’s milestones.
INDEPENDENCE
As independent financial advisors: Our only duty is to benefit our clients, and as Fiduciaries we have a legal obligation to act in your best interest.
OUR TEAM
Our team is built to deliver the best in client service. Our professionals combine decades of experience with a daily focus on relationships. Each of us has a deep knowledge of financial services and products, and a background in creating plans that deliver security and growth. We know each of our clients personally, and we structure our advice to meet their individual needs and goals.
CONNECT WITH US
888 Bestgate Rd., Ste. 408
Annapolis, MD 21401
443-482-5176