“I believe that through knowledge and discipline,

financial peace is possible for all of us.”

David Ramsey

Dave Ramsey

Milestone Asset Management Group is pleased to announce that we have been selected as a Dave Ramsey SmartVestor Pro. After a meticulous screening process and ongoing requirements, we are honored to have the privilege of being an SVP. We share Dave Ramsey’s financial principles, and have a true passion for educating and advising people in pursuing their financial goals.

David Ramsey Milestone Asset Management Group

We are big Dave Ramsey fans – we believe in living debt free

Dave Ramsey has been instrumental in our lives, but also in the lives of our clients. We have built a community of friends and followers who believe just as much as us that being debt free, building wealth intelligently, and giving wholeheartedly enriches our lives. In today’s world, it has become increasingly complicated to find trustworthy and competent advisors and there are too many unfulfilled promises. The SVP program offers followers of Dave’s teachings to find an accomplished professional they can trust and who gives the same helpful advice that he provides on his show and in his classes.

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Welcome to Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.