Broker Check

A Dedicated Team GUIDING YOU THROUGH
Life's Key Milestones

Our firm was built on the same foundation that shaped us as athletes, coaches, and lifelong teammates — discipline, accountability, and the drive to keep moving forward. What began on the college football fields has evolved into a lifelong partnership dedicated to helping others reach their financial milestones. We have learned success is built through consistent effort and a clear game plan.

PEOPLE FIRST. ALWAYS.

For more than three decades, our team has grown — united by friendship, integrity, and purpose. Guided by collaboration, education, accountability, and service, we put people first by building relationships that last.

PASSION MEETS DISCIPLINE.

Through a team-based approach, we guide individuals, families, and business leaders in navigating life’s financial decisions with confidence — delivering a 360° financial perspective. Together, we go further.

CONTINUOUS LEARNING.

We bring a mindset of preparation, strategy, and growth to every client relationship, staying ahead of industry trends to serve you with clarity and confidence. Empower through knowledge — simplify, don’t intimidate.

Let's Understand Your Goals

1150+

Families & Individuals Guided

Guiding clients through life's financial decisions.

$333M+

ASSETS UNDER ADVISEMENT

Coordinated through personalized financial strategies.

$596M

PROTECTION COVERAGE IMPLEMENTED

Helping clients protect what matters most.

* Source: Equitable Advisors CAS/RAP Dashboard & LPL reports, combined team results. As of 12/31/25.

STRENGTH & STABILITY
A Trusted Relationship 

Milestone Financial Group is proud to be affiliated with Equitable Advisors — a national wealth management firm known for it's  innovation, and integrity in the financial services industry.

This alliance gives our professionals the support of a national organization paired with the independence and personal connection of a local team.



KNOWLEDGE

National support, advanced technology, and institutional insight.


ADVICE

Personalized guidance backed by local and national experience.


FLEXIBILITY

Open‑architecture access to financial products across leading firms.

Client Centered

Our Promise
to Our Clients

We guide you through life’s financial decisions with clarity and experienced advice — so you can move forward with confidence and achieve your goals.

  • Understand your situation.
    We listen first — learning who you are and what matters most.
  • Respect your assets.
    We build on what you’ve already accomplished.
  • Educate you on your options.
    We make financial planning clear and approachable.
  • Provide clear recommendations.
    You’ll always know why we suggest a solution.
  • Track your progress.
    Regular reviews keep you on course.
  • Stay in touch.
    Life changes — and we’ll adjust your plan with it.


Learn how a coordinated approach can help you navigate life's financial decisions with greater clarity and confidence.


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Together, we’ll face the future
with courage, education, and wisdom.

OUR APPROACH
5 step Planning Process

We start with your goals, build your strategy, then implement only the solutions that fit— reviewing together as life evolves. Every great financial plan starts with understanding — not assumptions.

1
DISCOVER

Get to know you

We explore your goals, values, and concerns — identifying what matters most in your financial life.

2
EVALUATE

Clarify your “why”

We assess your current financial picture and define success in personal, measurable terms.

3
STRATEGIZE

Build your roadmap

We present recommendations and identify short- and long- term milestones for progress.

4
IMPLEMENT

Get started

We coordinate investments, protection, and savings strategies aligned with your plan.

5
MONITOR

Evolve your life

We revisit your plan regularly to ensure it adapts as your goals and life change.

Retirement Planning Credentials

At The Milestone Group, retirement planning is a core area of focus. Several team members have earned a Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Their advanced training includes retirement income strategies, Social Security and Medicare planning, retirement risk management, tax-efficient distribution planning, asset allocation, and legacy planning.

This specialized education supports our commitment to helping clients transition into and through retirement with confidence.

* Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Our Dedicated Team
Guiding You Through Life's Key Milestones

Years of experience have prepared us to guide you through your life transitions.

Louis J. Simone, MBA

Louis J. Simone, MBA

Managing Partner,
Retirement Planning Specialist
louis.simone@themilestonegroup.com
(732) 452-6938

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Rafael Diaz

Rafael Diaz

Senior Financial Advisor, Retirement Planning Specialist

rafael.diaz@themilestonegroup.com
(732) 452-6940

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Meg McMahon<br/>

Meg McMahon

Client Services
& Office Manager
meg@themilestonegroup.com
(401) 714-8918

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your future
Deserves a Thoughtful Plan

Every meaningful financial decision starts with a conversation. Let's explore your goals, opportunities, and priorities to determine how a coordinated strategy can help support your vision for the future. Let's chat.