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Milestone Financial Associates, LLC

Milestone Financial Associates, LLC. CRD 336684

Milestone Financial Associates, LLC logo

CRD: 336684

Milestone Financial Associates, LLC

Macungie, PA, 18062
6104218777
www.milestonefa.com
$654.5M Total AUM
$654.5M Disc. AUM
-- 3Y CAGR
12 Employees
645 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vector beacon
Established Date
06-26-2025
Office Locations
1

Office Locations

330 East Main Street Macungie PA

About Milestone Financial Associates, LLC

Milestone Financial Associates is a Pennsylvania-based RIA providing fiduciary wealth management and planning for pre-retirees, retirees, construction industry business owners, and pharma/tech executives. Services include retirement and financial planning, estate planning, employee incentives, and workplace retirement plans, with portfolios typically built using mutual funds and ETFs guided by asset-allocation. Recognized on the 2025 Forbes Best-in-State Wealth Management Teams list.

Team overview

49 AVG AGE
$93.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.7 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Quantum Bridge horizon Timber Optima vital

Client Personas

Pioneer peak Quantum

Custodian

Capital zenith North Delta glacier North vital Value

Investment Themes

Value Vector fusion Momentum ridge

Investment Vehicles

Peak oak Bridge eagle

Services

Bridge Harbor frontier Frontier frontier Radial Vital Zenith pioneer Legacy bridge Crest foundation Glacier Fusion vector Prime Catalyst value

Technology

Fusion

Owner & Executives

DAVID SAMUEL COULT

DAVID SAMUEL COULT

Chief Compliance Officer

CRD
#2859900
Ownership
75% or more
(822) 643-4006
pioneer.alpha@pioneercapital.com
in linkedin.com/in/quantum-zenith

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Contacts

Holly O Clarke

Holly O Clarke

Wealth Advisor

CRD
#7291848
(837) 335-9635
pioneer.frontier@pioneercapital.com
in linkedin.com/in/frontier-insight
Jeffrey Alex Hegedus

Jeffrey Alex Hegedus

Wealth Advisor

CRD
#7354816
(812) 887-9209
bridge.eagle@unisoncapital.com
in linkedin.com/in/oak-insight
B

Bridge atlas

Pathway capital

CRD
#41597
(794) 216-5645
peak.capital@wavecapital.com
in linkedin.com/in/meridian-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-23-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $654,492,629 $329,222
Non-Discretionary $0 --
Total $654,492,629 $329,222

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Separately Managed Accounts

Total SMA Asset: $654,492,629

$654.5M Total SMA
Public Funds:
22.4%
Equity - Exchange:
24.2%
Cash:
25.6%
Private Funds:
27.8%
Asset class Assets Assets %
Public Funds $757,949,633 22.4%
Equity - Exchange $818,856,300 24.2%
Cash $866,228,152 25.6%
Private Funds $940,669,632 27.8%
Total $3,383,703,717 100.0%

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