wiseradvisor

David  Coult. CFP®
Milestone Financial Associates

Tel: (610) 421-8777
330 E. Main St.
Macungie, PA 18062

Experts who care as much about YOU as your investments.

Milestone Financial Associates | Financial Advisor in Macungie ,PA

About Milestone Financial Associates

We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.


General Information

Firm Start Year:   2002
No.of Employees:   5-9
Insurance License#:   760690
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   National Financial Services
States Licensed in:   CO, DE, FL, LA, MA, MD, ME, NH, NJ, NY, PA, SC, VA
Number of Years with Current Firm:   8
I work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations


Services

Investment Types:   Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Casualty, Long Term Care, Accident, Annuity, Life, Health, Disability, Variable Life, Variable Annuity, Property


Firm Information

Firm's Number of Clients:   252
Firm's Number of Planning Clients:   193
Firm's Number of Managed Clients:   193
Assets Managed by Firm:   $175,000,000
Assets Managed by Advisor:   $175,000,000


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $500,000


Education

BA  Bethel College - St. Paul, MN
1992- 1996



Faqs

  • Do you have a customer satisfaction or refund policy? We are proactive in our communications and work hard to ensure that all of our customers are happy with our services. We encourage clients to raise any concerns that they have and always strive to ensure that any issues are promptly addressed.
  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER(TM) professional and a Chartered Financial Consultant. I am a Certified Plan Fiduciary Advisor through the American Society of Pension Professionals and Actuaries.
  • What is your approach to financial planning? I start by listening and getting to know you - your goals, ambitions, and how you relate to money. From there we can work together to design a plan that you feel excited about.
  • What services do you offer? Comprehensive wealth management covering developing a financial plan, managing investments, retirement plans, tax planning, asset protection and insurance, estate planning, and business plans.
  • How many clients do you currently manage? 244
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Disclaimer

This communication is strictly intended for individuals residing in the states of CO, DE, FL, GA, LA, MD, ME, NH, NJ, NY, OR, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html

David  Coult. CFP®

David  Coult. CFP®

CLU®, CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer.

Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice.

The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!

My Team

Justin R Miller
Justin R Miller CFA®
As a Chartered Financial Analyst, I have expertise in designing investment portfolios to optimize performance. I specialize in working with corporate executives and retirees in creating simple, actionable financial plans.

Reta Geld
Reta Geld
It is Reta's smiling face that clients see when they walk through our doors and her lovely voice that they hear on the phone! Reta is highly competent and attentive to our clients. With more than 30 years of experience, she knows how to get things done. Reta proactively calls to schedule review meetings and is easy to reach to address any administrative concern.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:30 PM

Communities Served

Alburtis Allentown
Bally Barto
Bath Bechtelsville
Bethlehem Birdsboro
Blandon Bowers
Bowmanstown Boyertown
Breinigsville Catasauqua
Center Valley Centerport
Cherryville Coopersburg
Coplay Douglassville
Earlville East Greenville
Easton Fleetwood
Fogelsville Germansville
Gilbertsville Green Lane
Hamburg Harleysville
Hellertown Hereford
Kempton Kutztown
Laurys Station Leesport
Lehighton Lenhartsville
Lyon Station Mertztown
Mohrsville Nazareth
New Berlinville New Ringgold
New Tripoli Northampton
Oley Orefield
Palm Palmerton
Parker Ford Parryville
Pennsburg Perkasie
Perkiomenville Port Clinton
Pottstown Quakertown
Reading Red Hill
Richlandtown Riegelsville
Sassamansville Schnecksville
Schwenksville Sellersville
Shoemakersville Skippack
Slatedale Slatington
Souderton Spring Mount
Springtown Stockertown
Tatamy Telford
Temple Topton
Treichlers Trexlertown
Trumbauersville Walnutport
Whitehall Wind Gap
Zieglerville Zionsville

Compensation Arrangements

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