We’re Changing the World

(One Nonprofit at a Time)

Our team is made up of financial professionals who feel a strong sense of calling in what we do. A call to make the world a better place by helping people like you fulfill their missions.

Why Choose Us?

At Mylestone Plans we believe advisors should first understand a client’s needs and goals before giving financial advice or recommending a single investment. This philosophy seems simple enough. Unfortunately most advisors can’t seem to break free from the old model that focuses on selling over serving. Not us. We have an unwavering commitment to doing everything we can to improve the situation of the nonprofits we serve.

VIP Services for Nonprofits

Group Benefits

We can help you attract and retain top talent by helping you design a cost-effective – yet attractive – “Total Rewards Package” that goes beyond basic benefits.

Investments & Endowments

Work with a firm that is recognized as being at the top of their field. We can help you minimize risk while maximizing ROR as well as explore Socially Responsible strategies.

Private Clients

We approach financial planning differently. Before we give any investment advice we seek to understand your goals and cash flow needs.

Our 3 Core Values

Everything we do — and who we are as a company — is founded on three core values. These values are part of our DNA and influence every decision and investment we make.

01. Service Over Sales

One of the reasons why we’ve been consistently recommended to the nonprofit community is because of our unwavering commitment to provide a gold standard level of service. We hold your hand every step of the way instead of just setting you up and moving on to the next client like many firms do.

02. Manage BAD RISK

We can’t remove all the risk when it comes to your investments, benefits or retirement plans. But we can help you manage “bad risk,” (aka unnecessary risk). By constantly asking, “Is this risk really necessary?” we’ve been able to help hundreds of nonprofits minimize their fiduciary liability.


We’re endorsed by nonprofit membership associations, featured in the media regularly, and invited to speak around the nation. Why? Because 30 years ago we decided to do whatever it took to be the best. This means you’ll work with a team who refuses to settle for “good enough.”


Want to Meet an Advisor
Who Speaks Your Language?

If you’d like to arrange a meeting with one of our advisors simply click the button below and enter your information. We’re happy to offer a free, no-obligation consultation to simply learn more about your nonprofit and to see if we’d be a good fit to work together.


There’s a lot of confusion out there regarding retirement plans. This book strives to help readers clear up their confusion and make informed decisions about their organization’s retirement plan. If you’re a Human Resources Specialist or executive seeking a straightforward, no-frills guide to navigating the complex world of retirement plans, this book is a must-read.