Milestone Wealth Strategies is a financial advisory firm based in Columbus, Ohio, led by founder and wealth advisor Terrie Austin, CFP® and CDFA®. The firm offers guidance designed to help individuals make informed financial decisions and pursue their personal goals with a proactive approach. Its services include financial planning, investment management, retirement planning, and divorce financial planning.

Retirement guidance covers estimating income needs, managing assets before and during retirement, and making the most of employer-sponsored plans and IRAs. Investment services include assessing risk tolerance, determining asset allocation, and recommending investment vehicles suited to a client’s objectives. For broader financial planning, Terrie first learns about each client’s goals and timeframes, then develops a plan with recommendations across aspects of their financial life.

The website also provides educational resources, including newsletter articles, calculators, research reports, and information on investment planning, insurance, estate planning, and wealth preservation. Milestone Wealth Strategies, LLC is a registered investment advisor currently registered in Ohio and transacts business only where registered or exempt from registration