Milestone Advisory Partners, LLC

The affluent individuals and families we serve across the U.S. and worldwide represent quite a diverse group. Among them, you’ll find physicians, executives and business owners. Our clients may be far from retirement or approaching retirement while others are already successfully retired. What they do have in common is this – they lead active lives with many interests and family activities. This is why they choose Milestone Advisory Partners to manage their financial matters – so they can fully focus on enjoying what they do; whether it is maintaining their lifestyle, providing for their loved ones or giving back to their communities. They want to know that they will have the income they need 10, 20, 30 years down the road. They don’t want to worry about the ups and downs of the market, but find comfort in knowing they have a highly capable and experienced team of financial advisors vigilantly looking out for them. Above all, they recognize the value in having a long-term financial plan, and well-reasoned advice for every financial matter in their lives – at every step along the way.

Address: 103 Bradford Village Court Southern Pines, NC 28387, USA

Phone: +1 910 691 6100
FAX: +1 844 845 5967