About Milestone:
Boutique Financial Planning
Any of this sound familiar?
There’s a lot on your plate, and little time to manage finances.
Your money is all over the place (IRA here, CD there, 401(k) over there…).
It’s a total pain to coordinate different people to manage your money…
And you’d rather go to the beach than spend time managing your portfolio.
When it comes to managing your money, there is no “plan-b”, you have to get it right.
Want someone with experience to proactively manage your assets so you don’t have to.
If any of that sounds familiar…
You’re in the right place.
Talk With An Experienced Financial Planner
Schedule Your 15-Minute Intro Call In 30-Seconds (Completely Free, Zero Obligation)
You’ve Worked Hard For Your Money, We Help You Keep It
Here’s How…
We know you have a lot on your plate and you might not want the pressure of managing your portfolio. That’s why we do it for you.
We proactively help you make the best money decisions, and empower you with information in plain english.
We are a true financial partner. We look at how your finances fit into the big picture of your life.
Since we are fee-only and do not accept commissions, you’ll never have to worry about whether a recommendation is in our best interest or yours. The answer is always “yours.”
We meet with you every three months to look at your life circumstances and update your financial plan if anything has changed.
MEET YOUR TEAM
Michael Mezheritskiy
President/Financial Planner
Rich LoPresti
Financial Planner, CFP® CWS®
Adam Kalender
Financial Planner, CFP®
Stephen King Clu
CHFC, Life & Health
Betsy Banks
Back Office Manager
Shari Shenkman
Lead Tax Preparer & Planner
Lauren Sekerke CFA®
Lauren oversees content marketing for Milestone, *Lauren is part of our team via Left Field Insights
Jim Cullen
Senior Compliance Consultant (Financial Planners Assistance)
Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?
It All Starts With A Conversation. Click Below To Pick A Time To Chat.