As seen on…
By The Numbers
Years of Experience
Million Under Management*
Offices
%
Fiduciary
*Assets are under management of Milestone Asset Management Group LLC. Figure refers to assets managed by MAMG being serviced by MAMG representatives as of December 31st 2025.
Why People Like You Come To Milestone:
Fiduciary
A fancy word that means we are a true financial partner who acts only in your best interest.
Fee-Only and Independent
We don’t peddle financial products for a commission. We work for you and are ONLY paid by you.
Boutique 1-1 Service
We custom-tailor every detail of your financial plan to your unique needs and situation. You are an individual not an account number.
…And Why They Stay With Us For Life
A Financial Partner Who Cares About Their Money As Much As They Do.
They have someone in their corner working as hard to protect their money as they did to earn it.
A Retirement Plan Free Of Mistakes Or Errors.
We help them build and implement a retirement plan free of mistakes or errors. We keep a pulse on the market and update their plan so they don’t have to.
Someone Who Will Do The Heavy Lifting.
Instead of managing their money alone, they have the help of a knowledgeable financial professional.
Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?
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Case Studies
Take a look at these hypothetical case studies to see how we can help
(Please note: These hypothetical examples do not involve a Milestone client, and should not be considered a guarantee)
Case Study 01
Pre-Retiree, Age 60
Preparing to retire in 3 years while lowering life time taxes.
Case Study 02
Retirees, Age 66 & 64
Maintain lifestyle while reducing RMDs and Taxes through Roth Conversions.
Case Study 03
Retirees, Age 70
Use pre-RMD years and Roth Conversions to lower lifetime taxes and simlify income.
Milestone’S Services
The Lifestyle You’ve Earned (The Peace Of Mind You Deserve)
Retirement Planning
We help you create realistic financial milestones. Then, we build a plan — together — to help you reach them.
Tax Planning & Prep
Taxes could cost you tens of thousands of dollars. We make sure you pay the least amount possible.
Asset Management
Based on 50+ years of Nobel Prize-winning research. Designed to minimize risk and protect your finances.
Built To Do What’s Best For You
Milestone Was Founded By Michael Mezheritskiy In 2016 With One Goal: To Do What’s Right For Our Clients.
Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?
It All Starts With A Conversation. Click Below To Pick A Time To Chat.
Simple Financial Advice In Plain English
Read Our Blog, Keystone Concepts, For Financial Topics Written For Folks Like You
2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024|2025
Milestone in the Media
Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance.
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