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Milestone Investment Management


Milestone Investment Management is an independent financial services firm dedicated to helping our clients enrich their lives by delivering unbiased financial planning, risk management and investment advice based on each individual’s unique circumstances.

We are often asked “What is the single greatest advantage of doing business with Milestone Investment Management?” Without hesitation, our response is always the same: independence. Why should independence be important to individual investors? Well, for one, your financial future may depend on the type of investment advice you get today. Our experienced professional team is committed to building lasting, meaningful relationships based on trust, integrity and superior client service. Being independent means we are free to recommend only those products and services that address our clients’ needs. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals. We focus on your personal goals to help you make more informed decisions about your money, the growth of your assets and the protection of your estate.

At Milestone Investment Management, we are uniquely positioned to contribute to the financial independence of our clients and our community – while taking full advantage of comprehensive back- office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the #1 independent broker/dealer in the country*,Integrated Financial Group, and IFG Advisory, LLC. These advantages are passed on to our clients in the form of better and more personalized service. After all, it’s our reputation that’s on the line!

Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need unbiased advice. Although none of us can accurately predict the future, we can prepare for what lies ahead. Our business model consists of a disciplined approach of providing you with guidance towards your personal milestones: getting married, buying real estate, planning for a child’s education, building a business succession plan, retiring with dignity and passing on your legacy.

We invite you to take advantage of a complementary portfolio review and discuss how we may be of service.

*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.

Milestone Investments
206 Mandeville Avenue
Carrollton, GA 30117
[email protected]




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Jonathan is the founder/owner of The City Menus.