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Milestone Wealth ManagementFinancial advisor in Burlington, NC

Milestone Wealth Management is a financial advisor at 2815 S Church St B, Burlington, NC 27215, ranked #25 of 77 financial advisors in Burlington and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, NCUpdated 0 paid placements in any rankingHow we rank

Call (336) 360-6060Website ↗

Key facts

Key facts about Milestone Wealth Management
Address2815 S Church St B, Burlington, NC 27215Get directions
Phone(336) 360-6060
Websitemilestone-wm.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Burlington and 6 towns within 25 miles: Elon, Graham, Mebane, Greensboro, Reidsville and Summerfield.

Based in Burlington, NCView on map

Opening hours

Opening hours for Milestone Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Milestone Wealth Management

How is Milestone Wealth Management ranked in Burlington?

Milestone Wealth Management is ranked #25 of 77 financial advisors in Burlington by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Milestone Wealth Management’s hours?

Milestone Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Milestone Wealth Management serve?

Serves Burlington and 6 towns within 25 miles: Elon, Graham, Mebane, Greensboro, Reidsville and Summerfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Milestone Wealth Management?

Milestone Wealth Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Milestone Wealth Management?

Call Milestone Wealth Management on (336) 360-6060. The business is at 2815 S Church St B, Burlington, NC 27215. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Milestone Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Milestone Wealth Management (this business)—665.0 (3)NoNo
Gilliam Bell Moser LLP | CPAs in Burlington#23665.0 (3)NoNo0.4 mi
Edward Jones - Financial Advisor: Charles E Morgan#24665.0 (3)NoNo0.4 mi
Broderick Lemons: Primerica - Financial Services#26655.0 (24)——17.1 mi

See all 77 ranked financial advisors in Burlington