Milestone Financial Group, Inc. is an independent financial planning and wealth management firm based in Marlton, New Jersey. The company's mission is to provide personalized and objective financial guidance to help clients achieve their life goals. They operate on a client-centric model, offering services that include retirement planning, investment management, estate planning, risk management, and insurance. The firm's financial professionals are affiliated with LPL Financial, a major independent broker-dealer, for the provision of securities and advisory services.

Founded in

United States