Welcome

The professionals of Milestone Investments draw on decades of specialized experience advising companies of all sizes on their retirement plan investments and fiduciary responsibilities.  We utilize specialized industry software to screen and monitor investment options.  In addition, we have multiple Accredited Investment Fiduciary ™ designees through the Center for Fiduciary Studies.  It is with these tools and training we provide highly personal and responsive service every step of the way.  Our process is our differential and what adds value to our clients.  Our status as an independent firm gives us access to major financial institutions, with the flexibility to select the products and services that will grow and change with our clients’ needs.

We welcome the opportunity to respond to inquiries regarding our services via either phone or e-mail; and we fully recognize and respect the confidentiality of any correspondence (please see our privacy policy).

Joseph P. Lindsley Sr.
President