The Milestone Financial Group

OUR MISSION STATEMENT

We aim to exceed your highest expectations with sophisticated counsel, outstanding communication, excellent service and extraordinary care

Our Story and Services

We are a team of seasoned financial advisors providing sophisticated counsel to a select group of individuals, families and businesses.

Our “Milestone” name reflects our passion in supporting what is most important to you through major life events and times of transition. Whether it is making a significant career move, entering or exiting a relationship, planning for your retirement, simplifying your tax liabilities or finding the best way to leave a legacy for your loved ones, we can help you meet each of the milestones of life with confidence.

Our practices are grounded in decades of experience as well as some of the most advanced credentials in the financial services industry. Together, we translate your goals into specific investment strategies to guide you every step of the way - through times of prosperity and times of uncertainty - toward your ultimate definition of investment success.

Services Include

  • Wealth Consulting
  • Financial Planning
  • Retirement Planning
  • Corporate Retirement Plans
  • Alternative Investments
  • Business Planning
  • Endowments and Foundations
  • Institutional Services
  • Trust Services*
  • Lending Products


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

It is our job to unravel the complexities of your financial circumstances, to help you understand your choices to establish a comprehensive plan and to recommend solutions to help you achieve a better financial future.  Keeping your goals in mind, we leverage the best thinking at Morgan Stanley to advise on appropriate asset allocations.  Then we select best in class investment strategies to comprise your portfolio.

Our investment committee meets weekly to ensure our overall portfolio is on course with your investment strategy.  We constantly monitor and when necessary, rebalance your asset allocations.  Our staff makes sure that you hear from us directly each month and we sit down with regularly to review your portfolio and ensure that your plan remains aligned with your evolving life and objectives.

We know that trust takes time.  We are committed to creating an alliance of trust with you by delivering service, communication and care that aims to exceed your highest expectations.  We put your interests first by developing a deep understanding of your aspirations and by pursuing your goals and dreams with the same vigor as we do our own.

Community Involvement

Community Involvement

John Vita, CRPC
Kiwanis Club of Bradenton: Past BoD
Suncoast Porsche Club: BoD
City of Bradenton Planning Commission
St. Joseph's School: Past Chair
Manatee HS Alumni Assoc
Manatee HS Key Club: Mentor

Chris Vining, CRPC
Manatee Cnty Sherriff's Advisory Board: Past Member
St. Stephen's Episcopal School: BoD, Exec Committee, Asst Football Coach
Youth for Christ Advisor: Past BoD

Dave Stratton
Kiwanis Club of Bradenton: Past Member
First Baptist Church: Member
Past Youth Soccer and Softball Coach

Gary Plum
Gulf Coast Chapter FHFH: Local Chapter Founder
Coastal Conservation Association
Care Net Crisis Pregnancy Center: Past BoD
Bradenton Yacht Club: Past BoD
Manatee Seminole Boosters: Past Member
Hernando DeSoto Historical Society: Past Member

Ryan Denton, CFP, ChFC
Take Stock in Children: Mentor
Manatee Cnty Estate Planning Council
START (Solutions to Avoid Red Tide): Former President
Sarasota Bay Watch: Founding, Past Member
Bradenton Yacht Club: Planning Committee

Richard Morris
Manatee Cnty Gator Club: BoD/Past President
Manatee HS Alumni Assoc: BoD
Miracle League of Manasota: BoD & Past Coach

Robert Latessa
Ivy League Club of Sarasota: President
Harvard Club of Sarasota: Member
Saint Stephen’s Episcopal School: Head Wrestling Coach

Beth Green
Leadership Sarasota: Vice Chair
Bradenton Area EDC: Past Chair
United Way of Manatee Cnty: Past Chair
Sarasota Education Foundation: Past Member
Women’s Sports Museum: BoD

Experience

Experience

Our professional investment credentials demonstrate a deep level of knowledge and the ability to collaborate easily with your attorney and CPA. 

CFP® (CERTIFIED FINANCIAL PLANNER™). The rigorous accreditation process requires CFP® practitioners to act in their clients’ best interests, using in-depth knowledge of the financial planning process, investment tax planning, retirement planning, and estate planning strategies. (Ryan Denton)

CRPC® (Chartered Retirement Planning Counselor). The CRPC® designation is arguably the nation’s foremost retirement planning credential, demonstrating mastery of pre-and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process. (John Vita, Chris Vining, Jared Hermann)

CRPS® (Chartered Retirement Plans Specialist). This premier retirement plan designation indicates mastery in designing, installing, and maintaining company retirement plans. (Jared Hermann)

ChFC® (Chartered Financial Consultant®). Chartered Financial Consultants have completed an educational program required for any financial services credential. (Ryan Denton)

Events

Events

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Location

Location

  • 1401 Manatee Ave West Ste 1110
  • Bradenton, FL 34205


    Meet The Milestone Financial Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Milestone Financial Group today.

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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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