Milestone Wealth

Milestone Wealth is a financial planning firm based in Greenville, NC, that offers a holistic approach to help business owners achieve a greater level of influence and success in their wealth, business, and personal lives. With their True Influence Formula, they address the gaps in clients' financial plans and provide individualized two-part plans that include investment strategies and advanced planning for wealth enhancement, protection, transfer, and charitable giving. Their goal is to help clients optimize their time, business, wealth, and overall quality of life.

Founded by Dave Hunt, Milestone Wealth focuses on helping business owners make the best decisions for their future by providing expert financial advice and resources. They offer a range of curated resources, including client spotlights, recipes, and articles on mindset and success, to support their clients' financial journey. With a team of dedicated wealth managers and financial specialists, Milestone Wealth is committed to helping clients develop personalized plans that lead to true influence and long-term financial success.

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