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- Custodian
- Fifth Third Bank · LPL Financial
- Clients
- Retail
- Platforms
- Beacon
- Established Date
- 03-20-2020
- Office Locations
- 1
Office Locations
About Milestone Wealth Strategies
Milestone Wealth Strategies is a Columbus, Ohio–registered RIA led by Terrie Austin (CFP®, CDFA®). The firm provides investment management and comprehensive financial planning, including retirement, insurance, estate planning and wealth preservation, with an emphasis on aligning asset allocation and investment vehicles to client goals and risk tolerance. A key differentiator is divorce-focused guidance designed to help clients avoid emotionally driven financial decisions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERRIE FRANCES AUSTIN
Chief Executive Officer, FOUNDER, Wealth Advisor
- CRD
- #2334313
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,216,887 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,216,887 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,216,887
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $392,800,124 | 44.7% |
| Cash | $485,947,358 | 55.3% |
| Total | $878,747,482 | 100.0% |