About Milestone

A Steady, Reliable Partner in Pursuit of Your Financial Goals

The advisors at Milestone Financial use a comprehensive wealth planning process to develop a innovative and personalized financial plan that will provide the foundation for pursuing your goals. We’ll help share the burden of wealth management so you’ll have more time to enjoy more of life today, and we’ll provide you with a solid – yet flexible – financial plan so you can look toward the future with confidence.

When we begin our relationship with clients, there are two fundamental questions we’re asked when we start talking about retirement. Maybe you’ve thought about them, too:

1 Will
make it?
2 Do I have any
blind spots?

The good news is you’ll have a team with decades of financial planning and investment management knowledge to help you answer them. A team that has helped clients, just like you, navigate fluctuating markets and constantly changing economic climates.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Raymond James Spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6800 financial advisors
  • More than 2.8 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $535 billion in total client assets

It’s been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come.

1 Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

* As of 6/30/16

"Talent wins games, but teamwork and intelligence wins championships."

Michael Jordan