Milestone Advisory Partners, LLC is a small investment advisory firm headquartered in Southern Pines, NC, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, Milestone Advisory Partners caters to a diverse clientele seeking expert financial guidance. The firm boasts an average of approximately $87,730,000 in assets under management per investment advisor, positioning them at par with industry standards. Milestone Advisory Partners adopts a comprehensive compensation structure that includes various types of remuneration, such as a percentage of assets under management. Notably, around 50% of their assets under management stem from employer 401Ks or individual investors, showcasing the firm's proficiency in this particular sector. Furthermore, an impressive 96% of the assets they oversee are managed on a discretionary basis, highlighting their ability to make informed investment decisions on behalf of their clients. The firm prides itself on serving over 560 individual clients, managing a substantial total of $263,186,000 in assets. Milestone Advisory Partners attributes its success, in part, to the expertise and tenure of its accomplished advisors. Long-standing professionals like John Kober, Teresa White, and Mary Zastrow contribute their extensive knowledge and experience to the firm's continued growth and client satisfaction. Milestone Advisory Partners, LLC operates with a client-centric approach, providing tailored investment advisory services to individuals and organizations alike. Their dedication to delivering effective financial strategies and their track record of managing substantial assets make them a trusted partner in navigating the complexities of the investment landscape.

Dreher Financial Partners, a small investment advisory firm headquartered in Southern Pines, NC, specializes in providing comprehensive financial solutions. With three dedicated employees, they offer top-notch investment advisory services to their clients. Setting them apart from their competitors is their impressive average of approximately $808,290,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is flexible, including various types such as a percentage of assets under management, fixed fees, and performance-based fees. Dreher Financial Partners caters to over 120 individual clients, expertly managing assets exceeding $119,232,000. Their client base primarily consists of high net worth individuals seeking tailored financial strategies. While the majority of assets managed by Dreher Financial Partners are for high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Notably, the firm exclusively handles discretionary assets, showcasing their commitment to providing a seamless and trusted investment experience. Dreher Financial Partners operates out of a single office in Southern Pines, NC. The firm boasts a team of accomplished and experienced advisors, including Michael White, Henry Dreher, and Thomas Velevis, who have been with the company for many years. With their expertise and personalized approach, Dreher Financial Partners is dedicated to assisting clients in achieving their financial goals and securing a prosperous future.