Milestone Financial

About Us

Our identity at Milestone Financial is characterized by deep, meaningful, long-term relationships with clients. We ask good questions, really listen, and offer empathy, education, and expertise, with integrity – challenging our clients where appropriate – to help them live their best lives. Our team members are caring and committed, and with credentials like the CFP (Certified Financial Planner professional) and CFA (Chartered Financial Analyst), you can be confident that you are getting the right advice, customized for you.

What we do

We provide comprehensive financial planning and wealth management services to business owners, executives, professionals, and retirees.

Where we do it

We have clients in 23 states across the country, and have three offices in Eastern Pennsylvania – in Bethlehem, Macungie, and Spring City.

Securities and advisory services offered through Commonwealth Financial Network(R), Member FINRA/SIPC, a Registered Investment Adviser.

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