Milestone Advisory Partners, LLC

About Milestone Advisory Partners, LLC

<p>Fee-only fiduciary support is a key part of how Milestone Advisory Partners, LLC works with retirement plans. Founded in 2015, the firm is headquartered in Southern Pines in North Carolina’s Sandhills region, serving plan sponsors across the Carolinas and in other states.</p> <p>Milestone Advisory Partners is a registered investment advisor that handles investment advice and portfolio management for individuals, small businesses, and institutional clients. The practice includes retirement planning and pension consulting, along with estate planning coordination, tax strategy discussions, and insurance guidance.</p> <p>For employer plans, the firm works with Pension &amp; Profit Sharing Plans and provides fiduciary services as a <a href="/plan-advisors">plan advisor</a>, including 3(21) co-fiduciary and 3(38) investment manager roles. Milestone Advisory Partners reports $0.6B in AUM as of 2026 and works with clients in Florida, New York, North Carolina, Virginia, and Washington.</p> <ul> <li>Registered investment advisor; fee-only investment advice</li> <li>Plan fiduciary services: 3(21) and 3(38)</li> <li>Pension consulting for Pension &amp; Profit Sharing Plans</li> <li>Portfolio management and retirement planning</li> <li>Multi-state reach: FL, NY, NC, VA, WA</li> </ul>

Website: https://milestoneap.com/

Founded: 2015