Who We Are

Sparking the connection between money and life.

Milestone Financial Advisors was formed in 2007. The firm provides investment management and financial planning services to individuals, families, trusts and small businesses.

As a fee-only firm, we work exclusively on behalf of our clients and do not receive any other form of compensation. We are, in all circumstances, paid solely by the client and collect no fees which are contingent on the purchase or sale of a financial product. We do not receive commissions, rebates, awards, finder’s fees or bonuses from others as a result of a client’s implementation of our recommendations.

While we will refer out to carefully screened professionals where appropriate, there are never any third-party agendas at work. We do not sell insurance, annuities or limited partnerships, nor do we receive referral fees from accountants, realtors or attorneys.



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