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Milestone Wealth AdvisorsFinancial advisor in Columbia, SC

Milestone Wealth Advisors is a financial advisor at 3321 Forest Dr Ste 7, Columbia, SC 29204, ranked #39 of 109 financial advisors in Columbia and rated 5.0 from 10 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.

Columbia, SCUpdated 0 paid placements in any rankingHow we rank

Call (803) 736-3406Website ↗

Key facts

Key facts about Milestone Wealth Advisors
Address3321 Forest Dr Ste 7, Columbia, SC 29204Get directions
Phone(803) 736-3406
Websitemilestonewealthadvisors.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Columbia and 9 towns within 25 miles: Forest Acres, Dentsville, West Columbia, Cayce, Saint Andrews, Oak Grove, Seven Oaks, Irmo and Lexington.

Based in Columbia, SCView on map

Opening hours

Opening hours for Milestone Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Milestone Wealth Advisors

How is Milestone Wealth Advisors ranked in Columbia?

Milestone Wealth Advisors is ranked #39 of 109 financial advisors in Columbia by RFA Score, with 69 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 Advisors’ hours?

Milestone Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 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 Advisors serve?

Serves Columbia and 9 towns within 25 miles: Forest Acres, Dentsville, West Columbia, Cayce, Saint Andrews, Oak Grove, Seven Oaks, Irmo and Lexington. 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 Advisors?

Milestone Wealth Advisors has a rating of 5.0 from 10 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 Advisors?

Call Milestone Wealth Advisors on (803) 736-3406. The business is at 3321 Forest Dr Ste 7, Columbia, SC 29204. 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 Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Milestone Wealth Advisors (this business)—695.0 (10)NoNo
United Community#37695.0 (26)NoNo12.5 mi
Mutual of Omaha® Advisors - Columbia#38694.7 (12)NoNo7.3 mi
Jamie Danford, CFP - Accumulus Financial Group, LLC#40695.0 (10)NoNo1.2 mi

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