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

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirem...
06/02/2026

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement:

raymondjames.com

Help us celebrate Lexie's 5-year work anniversary! 🎉We are so grateful for all she brings to the team each day. Lexie is...
06/01/2026

Help us celebrate Lexie's 5-year work anniversary! 🎉

We are so grateful for all she brings to the team each day. Lexie is known for her positive presence—making every client interaction warm and welcoming while also being a supportive force for the entire team.

Congratulations, Lexie, on five amazing years! We truly appreciate all you do and look forward to many more ahead. 🎊

Old-school technology is on the rise, offering a refreshing break from the digital rush.
05/28/2026

Old-school technology is on the rise, offering a refreshing break from the digital rush.

raymondjames.com

Want to build a family legacy of generosity with your wealth? Here's a good starting point:
05/26/2026

Want to build a family legacy of generosity with your wealth? Here's a good starting point:

raymondjames.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on. Our office is closed in observa...
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on. Our office is closed in observance of the holiday.

The bottom line when it comes to balancing your net worth and income throughout your life is that a diverse portfolio wi...
05/21/2026

The bottom line when it comes to balancing your net worth and income throughout your life is that a diverse portfolio with different types of liquidity may be the most appropriate for building long-term wealth and creating a life you love.

raymondjames.com

When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility y...
05/19/2026

When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility you'll want later:

raymondjames.com

A whole new perspective on love, priorities and planning. Explore how grandparenthood transforms emotions, shifts perspe...
05/14/2026

A whole new perspective on love, priorities and planning. Explore how grandparenthood transforms emotions, shifts perspectives and reshapes financial decisions.

raymondjames.com

Volunteerism is more than a trend – it's a movement that strengthens communities and enriches lives. Find out why more p...
05/12/2026

Volunteerism is more than a trend – it's a movement that strengthens communities and enriches lives. Find out why more people are stepping up to make a difference.

raymondjames.com

A vacation should be relaxing, not stressful. Make sure your health insurance travels with you so you're prepared for th...
05/07/2026

A vacation should be relaxing, not stressful. Make sure your health insurance travels with you so you're prepared for the unexpected. Here's what to consider:

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

Alerts

Be the first to know and let us send you an email when Milestone Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Milestone Wealth Management:

Shortcuts

Share

Category