Milestone Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Milestone Wealth Advisors
Team photo for Milestone Wealth Advisors

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Advisors

Lisa LaMarche

CFP®, CPA, APMA

Financial Advisor

Managing Director
Visit Lisa LaMarche's website


Team

Brittany Harvey

Brittany Harvey

Client Service Associate,

Practice Manager