Milestone Partners

10/16/2026

Fall traditions have a way of bringing people together year after year. Pumpkin patches, football games, chili nights, bonfires or weekend road trips… what’s the fall tradition your family never skips?

10/15/2026

Women are playing a central role in household financial decisions, often while balancing retirement, emergency savings, health care and caregiving priorities.

This CFP Board article takes a closer look at what women value in financial planning and why guidance tailored to individual goals and circumstances matters.

Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Two big smiles and plenty of team spirit! Adam Carter’s daughters, Saylor and Sutton, are looking sharp in their cheer uniforms.

We love getting a glimpse of the families behind our Milestone Partners team. Thanks for sharing this sweet photo, Adam.

10/13/2026

Business owners spend years building something that supports employees, customers and families. That’s why personal financial planning and business planning often overlap. Decisions about retirement, succession, taxes and family goals can all be connected to the business you’ve worked to build.

https://bit.ly/4i1mbD6

10/10/2026

We’re entering the final quarter of the year. Before the holiday season picks up, this can be a helpful time to look back at the goals you set earlier in the year and ask: What changed? What still matters? What needs attention before December?

https://bit.ly/4yiqgJc

10/09/2026

A meaningful day of service for the Milestone Partners team! 💗

We were grateful for the opportunity to volunteer with the National Breast Cancer Foundation, located right here in our building, and help pack HOPE Kits for people impacted by breast cancer.

Thank you to everyone who participated and helped make the packing party such a great turnout. We’re proud to support the important work happening in our community.

10/08/2026

Happy World Financial Planning Day!

Financial planning is about more than numbers. It’s about understanding what matters to you, preparing for life’s milestones and making informed decisions that support your goals.

At Milestone Partners, we’re grateful for the opportunity to help individuals and families bring greater clarity and intention to their financial lives.
https://bit.ly/4hzKnNT

10/06/2026

Luxury travel is becoming less about status and more about meaningful experiences, comfort and personalization. From cultural immersion to event-driven adventures, travelers are choosing trips with a greater sense of purpose.

Which travel experience is still on your list?

A digest of what’s to come this year.

10/01/2026

Jennifer is celebrating her 9th work annviersary with Milestone Partners this month!

We’re grateful for everything she contributes and all the milestones we’ve shared along the way. Please join us in congratulating Jennifer on nine years!