Milestone Wealth Management
Project Description
Project Overview
Milestone Wealth Management is a life-centered financial planning firm in Burlington, North Carolina, founded and led by CEO Erin L. Cockman. Advisory services are offered through Raymond James Financial Services Advisors, covering risk management, investment management, retirement and financial planning, lending and cash management, and charitable and estate planning.
Modiphy built a website that reflects the firm's life-centered approach to planning.
The Challenge
Financial planning is personal, and clients want an advisor who understands their whole life, not just their portfolio. Milestone needed a site that explained its approach and services and introduced the team.
Our Solution
We built service pages, a team page, the firm's planning philosophy and contact details.
The Result
Individuals and couples can now understand Milestone's approach, meet the team and get in touch.
