Our Values

The mission of Milestone Financial is to enhance the quality of our clients’ lives by creating and implementing financial plans that integrate money with the broader areas of life. We view financial management as the union of investment oversight and strategic financial planning, and believe this approach provides the greatest benefit to our clients. We also believe that by incorporating investment solutions that take into account environmental and social concerns, our clients can benefit from emerging competitive advantages, thus improving financial prospects over time.

Milestone Financial operates under the Fiduciary Standard, which represents the highest model for our profession.

A fiduciary advisor is a person who is responsible for managing client assets according solely to what is in their best interests, and who stands in a special relationship of trust, confidence and accountability.

Our commitment to you is to act in the utmost good faith, place your interests first, and provide full transparency in everything we do.



  • 650 California Street 7th FL
  • San Francisco, CA 94108
  • 650 E Tahquitz Drive Suite 2
  • Palm Springs, CA 92262
  • 415-921-9160