About Milestone Advisory Partners, LLC
Milestone Advisory Partners, LLC is a registered investment advisor based in Southern Pines, NC, offering comprehensive financial planning and investment management services. They specialize in providing fee-only investment advice, portfolio management for individuals, small businesses, and institutional clients. With a strong focus on retirement planning and pension consulting, Milestone Advisory Partners, LLC guides clients through complex financial decisions, estate planning, tax strategies, and insurance guidance. The firm also serves Pension & Profit Sharing Plans, operating with a fiduciary mindset to ensure clients' best interests are at the forefront. Their expertise spans across multiple states, including Florida, New York, North Carolina, Virginia, and Washington. Choose Milestone Advisory Partners, LLC for dedicated financial expertise and personalized strategies to achieve your financial goals.
Website: https://milestoneap.com/
Founded: 2015
Office Locations
- Southern Pines, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $590.3M