Our breadth of services, client focus and meticulous attention to detail will provide you with a uniquely refreshing experience. It’s a level of solutions, service and dedication that you’re not likely to find anywhere else.
The Mylestone team provides a full range of institutional services and solutions to non-profit organizations, including group benefits and investment management. But that’s not all! Our non-profit clientele also entrust us to provide their leadership and employees with retirement, asset management and financial planning education to help them meet their personal goals.
Our business model is client-driven – not sales driven. We believe that our success derives from doing everything in our power to help our institutional and private clients achieve their goals.
Mylestone has built its reputation client by client. For more than 30 years we have continued to help the nonprofit community modernize their employee benefit programs as the product and regulatory landscape continues to change. Furthermore, we have also counseled our private and institutional clients grow and protect their investments through many difficult stock market cycles since 1985. Today we serve hundreds of non-profit institutions and thousands of private clients. Our vast experience in both areas truly helps to set us apart.