Grace TalenOperations Associate, *Grace Tallen is part of our back-office support team via RIA Innovations

    Grace is graduated from the University of Puget Sound in 2017 with a B.A. in Psychology. She has previously held assisting roles in the business law and social work fields. She loves dogs, painting, and finding new places to explore.

    *Grace Tallen is part of our back-office support team via RIA Innovations

    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 with $250,000 of investable assets.