You Create Milestones, We help you reach them.

COVID-19 Update:

We have not experienced any disruption to our firm. We remain committed to providing the highest level of service to our clients and remain available to potential clients who are interested in evaluating our firm. We are meeting virtualy AND in person.

Welcome

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT & Milford CT, that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or with in 10 years from retirement and have a minimum of $250,000 in investable assets.

2015 | 2016 | 2017 | 2018 | 2019 | 2020

Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award for the six-year in a row.

“We take pride in what we do. The philosophy we have enables us to provide a great value between risk and reward for our clients and the returns we’ve been able to achieve have enabled people to live better.” – Michael Mezheritskiy, President

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What Makes Us Different

Fee-Only

We do not sell financial products and do not accept commissions, of any kind. We are only compensated by you. We are not an agent or representative of any company. We are here to give you completely objective advice avoiding any conflicts of interest.

Experience

Financial planning isn’t just for people with significant wealth or complex needs. When choosing to work with Milestone, you will benefit from over 40 years of industry experience and have the opportunity to tap into our resources of experts in the areas of tax planning, estate planning, and insurance.

Investment Management

We utilize globally diversified, low-cost and tax efficient portfolios.The portfolios we construct are diversified and designed to meet each client’s unique circumstances, goals, and objectives.

Business 401(k) Services

Milestone Asset Management Group 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses and their employees. As a Fee-Only Registered Investment Advisor, Milestone provides unbiased, consultative fiduciary guidance and advice to plan trustees and participants.

Fiduciary

As a fiduciary, we are obligated to put you – our client – first. We feel this sets us apart from other types of firms in the securities industry such as commission-based or fee-based advisors who earn commissions on the financial products they sell to clients. The risk is that there may be financial incentives to recommend products that are not the best solutions for their clients.

Modern

Milestone works with our clients either virtually or face-to-face. We use state of the art financial planning, account aggregation, performance, and communication tools to help bring information to you efficiently and securely.

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