Disclaimer

Milestones Financial, LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Milestones Financial, LLC’s website is limited to the dissemination of general information pertaining to its financial planning and investment advisory services. Content contained on or made available through the website, Milestones Financial, LLC’s, or Milestones Financial, LLC’s Social Media channels is not intended to and does not constitute legal, tax, or investment advice, and no advisory relationship is formed. Milestones Financial, LLC does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment or financial planning advice for compensation, through this website.  

Certain information contained herein is derived from sources that Milestones Financial, LLC believes to be reliable; however, Milestones Financial, LLC does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. 

Please contact Milestones Financial, LLC at 614-349-1095 to find out if we may conduct advisory business in the state or country where you reside. For information about Milestones Financial, LLC registration status and business operations, please consult the Firm’s Form ADV disclosure documents. The most recent version of our disclosure brochure is available on the SEC’s Investment Adviser Public Disclosure website at the SEC’s website adviserinfo.gov, and using our firm name.