WELCOME TO MILESTONE ASSET MANAGEMENT GROUP

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.

2016 Five Star Wealth Manager Award Winner

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Michael Mezheritskiy have been awarded with the Five Star Wealth Manager Award for the second year in a row.

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Fee-Only Services:

Wealth Management

Comprehensive financial planning, asset management, a la carte service focused on specific client needs.

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401(k) Fiduciary Services

Do you offer a 401(k) plan? Did you know that in 2014 the average fine by Department of Labor was $600,000?

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Professional Network Team

A team of carefully selected experts, each with a high level of knowledge and skill in key financial areas.

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$0
Health Care Cost In Retirement*
0%
Chance 65 Year Old Man Lives To 90
0%
Chance 65 Year Old Woman Lives To 90
$0
Average Savings Age 55-64*

ARE YOU ON TRACK FOR RETIREMENT?

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What Makes Milestone Different?

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LET’S WORK TOGETHER

We work as a single united team to help you create and protect your wealth.

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Memberships and Accreditations