Milestones Private Investment Advisors LLC

Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions and corporations, providing comprehensive financial planning, ongoing asset management (both discretionary and non‑discretionary) and retirement plan consulting. As of December 31, 2025 the firm reported $222,621,943 in assets under management across 677 accounts and states retirement planning and holistic financial planning are core to its client work.

The firm’s investment process begins with a financial plan that guides portfolio construction and ongoing management, and portfolios are managed on a pari passu basis within its strategy sleeves rather than being customized security‑by‑security for each client. Milestones uses 11 defined strategies — including ETF‑based sector strategies, individual‑stock G.A.R.P. and dividend‑growth approaches, multiple fixed‑income strategies and blended mixes — and relies on a proprietary, data‑driven macro‑analytical methodology that is analyzed daily and reconstituted on scheduled (and event‑driven) intervals.

Compared with many peer firms of similar size, Milestones emphasizes more active, index‑agnostic and “unconstrained” strategy options (for example equity sector rotation, adaptive unconstrained growth and bond strategies that permit meaningful high‑yield exposure and extended duration) and manages more than two dozen blended strategy combinations. The firm also discloses operational practices that affect implementation—such as pari passu management, potential limits on accommodating client‑specific trading restrictions, and a formal transition process for inherited holdings that may not fit strategy allocations.