The Milestone Group
The Milestone Group is a Woodbridge, NJ-based independent financial advisory firm affiliated with Equitable Advisors, providing wealth management, retirement planning, and business owner advisory services to high-net-worth individuals, families, executives, and business owners in the Northeast U.S.
- Company typePrivate
- Founded1996
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What The Milestone Group does
The Milestone Group (operating as Milestone Financial Group) is a privately held, independent financial advisory practice headquartered in Woodbridge, New Jersey, with origins approximately 30 years ago. Founded by professionals with backgrounds as athletes and coaches, the firm operates under a five-step planning process (Discover, Evaluate, Strategize, Implement, Maintain) and is led by Managing Partner Louis J. Simone, Senior Financial Advisor Rafael Diaz, and Client Services & Office Manager Meg McMahon. The firm is affiliated with Equitable Advisors, LLC, through which it offers securities (FINRA/SIPC member), investment advisory services (SEC-registered), and annuity/insurance products (Equitable Network, LLC). The firm holds insurance licenses in California and Arkansas in addition to its primary New Jersey base.
The Milestone Group firmographics
Firmographics- Name
- The Milestone Group
- Legal name
- The Milestone Group
- Website
- https://themilestonegroup.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Milestone Group is a Woodbridge, NJ-based independent financial advisory firm affiliated with Equitable Advisors, providing wealth management, retirement planning, and business owner advisory services to high-net-worth individuals, families, executives, and business owners in the Northeast U.S.
- Ownership category
- akta.pro rank
The Milestone Group industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Date & Lifecycle Funds (FSAAAJAC)
- akta.pro secondary industry
- Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where The Milestone Group is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Milestone Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Fee-based or AUM-based financial advisory services including wealth management, retirement planning, risk management, and estate planning. Securities offered through Equitable Advisors, LLC, member FINRA/SIPC. Investment advisory services through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products through Equitable Network, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Personalized financial advisory services - no tiered pricing structure publicly disclosed |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
The Milestone Group product offering
Product offeringCore offering
The Milestone Group is a financial advisory firm that delivers coordinated wealth management, retirement planning, risk management, tax-efficient investment strategies, and estate/legacy planning to individuals, families, executives, and business owners. Services are delivered through a five-step planning process (Discover, Evaluate, Strategize, Implement, Maintain) with securities, investment advisory, and insurance products offered through its affiliation with Equitable Advisors, LLC.
Product overview
The Milestone Group is a financial advisory firm offering a unified suite of financial planning services rather than a modular software platform. The core offering combines financial planning, retirement planning, business owner planning, executive compensation planning, and employee benefits advisory into coordinated strategies for individuals, families, and business owners. Supporting tools include financial calculators and educational resources. The firm is affiliated with Equitable Advisors and operates under a holistic life planning philosophy with a five-step process: Discover, Evaluate, Strategize, Implement, and Maintain.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
- Retirement Planning
- Business Owner Planning
- Executive & Professional Financial Planning
- Key Person & Employee Benefits Planning
- Risk Management & Insurance Solutions
- Estate & Legacy Planning
- Tax Planning Strategies
Companies that use The Milestone Group
Customer profileSegments4 records
Ideal customer profiles4 records
The Milestone Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Milestone Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Equitable AdvisorscoreMilestone Financial Group is proudly affiliated with Equitable Advisors — a firm with more than 165 years of strength, innovation, and integrity in the financial services industry. This alliance provides national strength, advanced technology, institutional insight, personalized guidance, and open-architecture access to financial products across leading firms. Financial professionals offer securities through Equitable Advisors, LLC (member FINRA, SIPC) and investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
- The Wharton School, University of PennsylvaniacoreCertificate in Retirement Planning program developed through collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company. Several team members have earned the Retirement Planning Specialist title based on this certificate. Coursework was developed exclusively for Equitable Advisors Financial Professionals.
Scale indicators2 records
Recent moves2 records
Expansion highlights5 records
The Milestone Group competitors and assessment
Company assessmentDirect peers
- MassMutual: A mutual insurance and financial services company providing life insurance, retirement, and wealth advisory through affiliated agents — comparable in combining insurance distribution (akin to Equitable Network) with wealth-management services for HNW individuals and business owners.
- Ameriprise Financial: A diversified financial services company with a large network of independent financial advisors serving HNW individuals and business owners across retirement, investment, and estate planning — directly comparable to Milestone's multi-segment HNW advisory model and advisor-network distribution structure.
- Northwestern Mutual: A mutual financial services organization combining insurance, wealth management, and financial planning through a network of financial advisors — directly comparable to Milestone's integrated investments, retirement planning, and insurance-product model.
- Cambridge Investment Research: An independent broker-dealer and RIA supporting financial advisors with wealth management tools, products, and practice support — comparable to Milestone's independent-advisor-under-affiliated-platform model serving HNW and retirement-focused clients.
- Edward Jones: A large financial services firm operating thousands of local branch offices delivering personalized wealth management, retirement, and estate planning to mass-affluent and HNW clients — comparable in local-office HNW advice model though at far greater scale than Milestone.
- Cetera Financial Group: A network of independent broker-dealer firms supporting financial advisors in delivering HNW wealth management, retirement, and investment advisory — structurally comparable to Milestone's affiliated-with-platform model under Equitable Advisors.
- Commonwealth Financial Network: An independent broker-dealer/RIA providing practice management, technology, and product access to financial advisors serving HNW clients — directly comparable as a private advisor-support platform where individual practices operate locally under a shared brand and compliance umbrella.
- LPL Financial: The largest independent broker-dealer in the U.S. supporting thousands of financial advisors with wealth management, retirement, and advisory services — comparable as the platform-of-record peer archetype where Milestone operates under Equitable Advisors.
Broad incumbents
- Equitable Advisors: The parent affiliated broker-dealer and investment advisory platform on which Milestone operates, with 165+ years of history and a national footprint offering wealth management, retirement, and insurance products — comparable as the incumbent platform enabling Milestone's service delivery.
- Charles Schwab Wealth Advisory: A leading brokerage and wealth advisory platform offering investment advisory and retirement planning services to mass-affluent and HNW clients at scale — comparable as a large incumbent providing portfolio-management and financial-planning services through licensed advisors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
The Milestone Group social profiles
Digital presenceThe Milestone Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Milestone Group leadership team
Management profileNumber of profiles
Profiles3 records
The Milestone Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Milestone Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Milestone Group
What does The Milestone Group do?
The Milestone Group is a financial advisory firm that delivers coordinated wealth management, retirement planning, risk management, tax-efficient investment strategies, and estate/legacy planning to individuals, families, executives, and business owners. Services are delivered through a five-step planning process (Discover, Evaluate, Strategize, Implement, Maintain) with securities, investment advisory, and insurance products offered through its affiliation with Equitable Advisors, LLC.
Is The Milestone Group a public or private company?
The Milestone Group is a private company. It is classified as corporate owned and is currently operating.
When was The Milestone Group founded?
The Milestone Group was founded in 1996. It employs 11 to 50 people.
Where is The Milestone Group based?
The Milestone Group is headquartered in Denver, United States, in the North America region.
How does The Milestone Group make money?
One revenue line is on record: financial Advisory Services.
Who are The Milestone Group's main competitors?
Direct peers on record are MassMutual, Ameriprise Financial, Northwestern Mutual, Cambridge Investment Research, Edward Jones, Cetera Financial Group, Commonwealth Financial Network and LPL Financial. Broad incumbents are Equitable Advisors and Charles Schwab Wealth Advisory.
Does The Milestone Group have an API?
No public API is recorded for The Milestone Group.
What industry is The Milestone Group in?
The Milestone Group's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAJAC, Target-Date & Lifecycle Funds, with a secondary code of FSAAANAC, Employee Benefit & Retirement Plan Trust Services. Its NAICS code is 523940 and its SIC code is 6282.