Milestone Wealth Advisors, Inc.
Lisa LaMarche is co-founder of Milestone Wealth Advisors, a trusted financial consulting firm. She provides financial planning and investment services to busy corporate professionals, entrepreneurs and those who have retired from their busy professional careers. She offers independent advice with the fiduciary standard of care that every client deserves.
For the last 18 years in private practice, I've helped people develop a game plan for their financial future. This include retirement planning, investment analysis and management, risk management, and estate planning among a number of other financial planning services. Lisa's clients are people who value having an advisor that they can trust and depend on. She strives to be a personal “CFO”, their “go to” person to make sure all of their financial planning is in place, implemented and monitored and helps them organize that part of their life by listening closely and taking the time to understand their unique situation. This ultimately gives clients the peace of mind and confidence that there isn’t anything slipping through the cracks, allowing them to focus on the parts of their lives that they enjoy most.
During her career as a Certified Financial Planner™ and CPA, Lisa has helped many high level executives with their 401k’s, pension plans, complicated deferred compensation plans, stock options and other company plans. Our financial planning and wealth management platform integrates a client’s current financial situation/goals with their investment portfolio. This allows us to analytically and visually evaluate and implement strategies that will work for them. The goal of many of her clients is to retire with a similar lifestyle as they currently live. Through our planning process, Lisa helps them accomplish this goal with as little uncertainty as possible.
BS, Accounting, University of Delaware
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