Your Best Interest
Our Best Effort

(100% of the Time)
Our team is made up of financial professionals who feel a strong sense of calling in what we do. We work to ensure that your life is easier due to the quality and diligence from our team.

Why Choose Us?

At Mylestone Plan 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 clients we serve.

VIP Services We Offer

Group Benefits

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

Investment Management

Work with a firm that is recognized as being at the top of their field. We can help you minimize risk while maximizing Rate of Return.

Private Clients

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

Non profit

For over 30 years we’ve focused on doing one thing extremely well – helping nonprofit boards, executives and their staff achieve their financial goals.

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 by our clients 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 group benefit program, investment management or your personal financial planning. However, 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 or organizations minimize their fiduciary liability.

Similarly, our risk management process has helped thousands of individuals and their families better protect their investments and loved ones.


We’re endorsed by membership associations, regularly featured in the media, and invited to speak around the nation. Why? Because over 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?

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.