About Milestone:

Boutique Financial Planning

Any of this sound familiar?

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There’s a lot on your plate, and little time to manage finances.

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Your money is all over the place (IRA here, CD there, 401(k) over there…).

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It’s a total pain to coordinate different people to manage your money…

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And you’d rather go to the beach than spend time managing your portfolio.

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When it comes to managing your money, there is no “plan-b”, you have to get it right.

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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.

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Talk With An Experienced Financial Planner

Schedule Your 15-Minute Intro Call In 30-Seconds (Completely Free, Zero Obligation)

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You’ve Worked Hard For Your Money, We Help You Keep It

Here’s How…

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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.

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We proactively help you make the best money decisions, and empower you with information in plain english.
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We are a true financial partner. We look at how your finances fit into the big picture of your life.
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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.”
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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

Michael Mezheritskiy

President/Financial Planner

Rich LoPresti

Rich LoPresti

Financial Planner, CFP® CWS®

Adam Kalendar

Adam Kalender

Financial Planner, CFP®

Stephen King Clu

CHFC, Life & Health

Sandra Koengeter -Backoffice Manager

Sandra provides full back-office support to Milestone so that we can concentrate on serving our clients. Sandra is part of the Nifty Advisor Support team.

Shari

Shari Shenkman

Lead Tax Preparer & Planner

Milestone Marketing

Lauren Sekerke CFA®

Lauren oversees content marketing for Milestone, *Lauren is part of our team via Left Field Insights

Daniel Knierim

CPA, Partner at Courtney, Fink & Forbes, LLP

Jim Cullen

Senior Compliance Consultant (Financial Planners Assistance)

Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?

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