# Milestone Advisory Partners, LLC
Source: https://planprovider.pro/provider/milestone-advisory-partners-llc

> Milestone Advisory Partners, LLC is a registered investment advisor based in Southern Pines, NC, offering comprehensive financial planning and investment man…

Retirement Plan Advisor

Southern Pines, NC

## 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/](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

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