Milestone Wealth Management

Milestone Wealth Management An important part of realizing your dreams involves working with the right people,
those who embody the same values as you.

At Milestone Wealth Management,
we are committed to helping you prepare for all of life’s milestones. At Milestone Wealth Management, you have a dedicated team of professionals,
who are committed to you and your future. With over 25 years of experience,
we are ready to put our expertise to work on a plan that centers around you and
your goals. We are honored to join you throughout each phase of

your journey,
to ensure that you are preparing for all of life’s milestones. Milestone Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services, Inc

2815 S. Church Street, Burlington, NC 27215
[email protected]
(336) 360-6060

Important disclosure information: http://raymondjames.com/smicd.htm

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consid...
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Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consider before you make a move:

raymondjames.com

A 529 plan has been a smart way for many to invest in their children's or grandchildren's futures. Learn how they could ...
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A 529 plan has been a smart way for many to invest in their children's or grandchildren's futures. Learn how they could benefit you and your family.

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Give yourself peace of mind on the road with a few simple steps and a little advance planning
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Give yourself peace of mind on the road with a few simple steps and a little advance planning

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After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn...
06/11/2026

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity:

raymondjames.com

We hosted our fifth annual Night at the Ballpark at the Greensboro Grasshoppers stadium! It was a beautiful night for ba...
06/10/2026

We hosted our fifth annual Night at the Ballpark at the Greensboro Grasshoppers stadium! It was a beautiful night for baseball, fellowship and fireworks. We were so busy having fun, we missed getting a MWM team photo with Guilford. ⚾🎆

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as c...
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For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more:

raymondjames.com

Rob, Erin, and Will just wrapped up Elevate in Las Vegas! This year's theme, "The Power of Personal," was a great remind...
06/08/2026

Rob, Erin, and Will just wrapped up Elevate in Las Vegas! This year's theme, "The Power of Personal," was a great reminder that even in an AI‑driven world, financial advising is still all about people. Erin also captured some fun Vegas‑style photos throughout the conference.
They capped off the trip with a ride in a driverless car—the perfect tech‑forward ending to a memorable week

Warm weather and beautiful scenery aren't the only ingredients for a good retirement location. Consider taxes and other ...
06/04/2026

Warm weather and beautiful scenery aren't the only ingredients for a good retirement location. Consider taxes and other location-based expenses:

raymondjames.com

Help us celebrate Erin's 30th work anniversary!Erin is a CERTIFIED FINANCIAL PLANNER® professional and the Founder of Mi...
06/03/2026

Help us celebrate Erin's 30th work anniversary!
Erin is a CERTIFIED FINANCIAL PLANNER® professional and the Founder of Milestone Wealth Management. Over the past 30 years, she has built an exceptional career defined by deep expertise, thoughtful leadership, and a steadfast commitment to helping clients navigate their financial lives with clarity, purpose, and care.
After nearly two decades with a large financial institution, Erin took a bold step in 2015 to launch Milestone Wealth Management as an independent firm. Since then, she has led the Milestone team with vision and integrity, continuing to put clients first in every decision and relationship.
We are grateful for Erin's leadership, dedication, and the lasting impact she continues to make on clients and colleagues alike. Congratulations on 30 incredible years!

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirem...
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Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement:

raymondjames.com

Address

2815 S. Church Street
Burlington, NC
27215

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13363606060

Website

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