Milestone Wealth Design of Yorkville

Milestone Wealth Design of Yorkville is a Financial Planner in Yorkville, IL. The firm offers comprehensive financial guidance to individuals and families, providing services that include cash flow planning, investment planning, insurance planning for death, disability, and long-term care needs, tax planning, business planning for those starting or selling a business, and estate planning. It also provides resources such as guides on common tax filing errors. The business holds a 5.00 rating based on customer reviews.

The firm’s approach is defined by what it calls pastoral-like financial care, rooted in the background of its advisors who are former pastors. This perspective makes educating and caring for clients central to their practice. Their planning process is designed to affirm what is already working, advise on areas for improvement, and provide accountability to help clients reach their goals. The journey begins with getting organized, which involves gathering and organizing relevant financial information to provide a comprehensive overview of the client's current situation. Next, they design a plan where the client’s vision and goals dictate how investments are used and provide clear direction for financial decisions. Finally, they implement the strategies, treating implementation as an ongoing process that requires consistent effort, monitoring, and adjustments to stay aligned with objectives.

The team is built on a mindset of collaboration and stewardship, with core values of positivity, stewardship, growth, accountability, and being a team player. The Yorkville office is staffed by Jeff Malas and John Gilmore, both AAMS LPL Financial Advisors. Support for the advisors comes from Jillian Lee, a Paraplanner, and Tamara Burrell, a Client Relationship Specialist. Additional planning support is provided by Hunter Sperling, a Paraplanner, and Wendy Malas, an LPL Registered Sales Assistant. The firm operates under LPL Financial and emphasizes that clients are cared for by a team, which provides increased benefits and perspective to all planning activities.

The business maintains a perfect 5.00 rating from its customers, reflecting a strong reputation for the pastoral-like care and accountability it provides. This positive standing reflects the trust clients place in the firm’s team approach and its commitment to guiding them through all seasons of life with clear direction and affirmation.

Milestone Wealth Design of Yorkville brings its unique pastoral background and team-based planning process to help Yorkville residents secure their financial futures with clarity and confidence.

Located on Commercial Dr in Yorkville, IL, the office sits about 0.1 miles from North Bridge Street and 0.2 miles from Wheaton Woods Park.

BizScoreAI gives the business a Technical score of 85 out of 100, ensuring the website is secure and readable for search engines. The Discoverability score is 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.