Milestone Wealth Management

Milestone Wealth Management An important part of realizing your dreams involves working with the right people,
those who embody the same values as you.

At Milestone Wealth Management,
we are committed to helping you prepare for all of life’s milestones. At Milestone Wealth Management, you have a dedicated team of professionals,
who are committed to you and your future. With over 25 years of experience,
we are ready to put our expertise to work on a plan that centers around you and
your goals. We are honored to join you throughout each phase of

your journey,
to ensure that you are preparing for all of life’s milestones. Milestone Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services, Inc

2815 S. Church Street, Burlington, NC 27215
[email protected]
(336) 360-6060

Important disclosure information: http://raymondjames.com/smicd.htm

07/16/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
07/14/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

Scammers are finding new ways to target Medicare recipients, but you can stay one step ahead. Looking out for these four...
07/09/2026

Scammers are finding new ways to target Medicare recipients, but you can stay one step ahead. Looking out for these four red flags can help you keep your personal information safe.

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From savin...
07/07/2026

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
https://www.raymondjamesconnect.com/aCM8oe

When the unexpected hits, quick access to liquidity matters. Here's how your business can leverage a securities-based li...
07/02/2026

When the unexpected hits, quick access to liquidity matters. Here's how your business can leverage a securities-based line of credit in the event of emergency:

raymondjames.com

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:
06/30/2026

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:

raymondjames.com

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your m...
06/30/2026

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your mind:

raymondjames.com

Investing doesn't have to be a solo effort. Couples, families and business partners alike can benefit from joint brokera...
06/25/2026

Investing doesn't have to be a solo effort. Couples, families and business partners alike can benefit from joint brokerage accounts. Explore how they work and what to consider before opening one.

raymondjames.com

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consid...
06/23/2026

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consider before you make a move:

raymondjames.com

A 529 plan has been a smart way for many to invest in their children's or grandchildren's futures. Learn how they could ...
06/18/2026

A 529 plan has been a smart way for many to invest in their children's or grandchildren's futures. Learn how they could benefit you and your family.

raymondjames.com

Address

2815 S. Church Street
Burlington, NC
27215

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13363606060

Website

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