THE MILESTONE GROUP, LLC
DALLAS, TX

The Milestone Group, LLC, founded in 1996, is renowned for its advanced institutional investment management methods and highly personalized financial advice tailored to high net worth families and individuals. The company fosters a culture of discipline and diligence, prioritizing clients' interests through intellectually free and fair consideration of numerous investment strategies. This independence enables them to select products that align with their clients' ambitions without being constrained by specific options. The Milestone Group emphasizes building strong client rapport by striving to exceed expectations and providing customized financial solutions that contribute to peace of mind, known as "The Milestone Client Experience." Their philosophy focuses on a conservative, mindful approach designed to stand the test of time. Their commitment is reflected in ongoing analyses and reporting based on a personalized strategy focused on clients' goals. Registered under Florida company status with their headquarters located at c/o The Milestone Group, 8333 Douglas Ave, Dallas, TX, they remain accessible via multiple phone lines: (303) 539-0100; (972) 813-1930; (817) 302-4955; and (972) 378-7328. Their operations are transparently documented through an annual report dated March 13, 2024, for the year 2024. As a registered service mark holder of WEALTH THROUGH DISCIPLINE, they remain dedicated to clients' priorities, guided by their philosophy of putting clients first. Key personnel includes Jeffrey L Goldberg and the Landin Family Partnership, LP as members.