At Milestone Wealth Management we build our practice on the principals of acting in good faith and honesty. That is why we choose to operate based on a strict fiduciary standard that requires us by law to act in the best interest of our clients. This standard ensures our clients are getting the highest standard of care.


It’s important to be aware of the difference between a Fiduciary and a Broker. A Fiduciary is someone who has a legal obligation to act on another’s best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one-time commission for their services.