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About Milestone Coach

Milestone Coach Advisory Services was founded to assist individuals, businesses, and families with their wealth management goals. Founded in 2010, our firm is proud to serve residents of Hawaii on all five of our state’s beautiful islands. Creating convenience for the individuals and businesses we serve, Milestone Coach Advisory Services has offices in downtown Honolulu on Oahu, and in Hilo on the Big Island.

Passionate about increasing financial literacy here in our home state, our firm strives to create amazing client experiences through open communication, exceptional service, and concise financial guidance. We believe that proper retirement planning, coupled with adequate foresight, results in a beneficial future for business owners, their families, and individuals.

As a business owner, you are the driving force behind your organization. Responsible not only for business itself, but also for the wellbeing of your employees, their families, and for your share of the local economy. As a financial advisory firm, it is our responsibility to help you create and implement a plan that accounts for all facets of your organization.  Focused on creating and redesigning succession and exit plans for business owners, we understand the level of impact a well executed plan has on the future success of your business.

Partner with Milestone Coach Advisory Services, and move forward with absolute confidence, understanding, and fortitude.