Our Story
At Milner Financial, we take a team approach to managing your financial affairs. Our advisors work together to provide advice across investments, insurance, and tax considerations, bringing different perspectives and expertise to each client relationship.
As an independent, community-focused firm, we have the flexibility to recommend solutions from a wide range of providers and tailor our advice to your circumstances. We take the time to understand where you are, where you’re headed, and what matters most to you. We’re here to provide thoughtful advice, answer your questions, and help you make informed decisions as your circumstances change.
Our Team
At Milner Financial, we take a team approach to managing your money. We work together to bring a range of perspectives and experience, ensuring thoughtful, well-rounded advice for every client.
Mike Milner, BSC
President, Financial Advisor
Grace O'Neil-Watts, BCOMM
Financial Advisor
Cheryl Ross, BA
Licensed Assistant
History of Milner Financial
Where it began
In 1989, Noel Milner started the beginnings of what would later become Milner Financial.
Independent Approach
Early on, Noel realized that his clients would benefit most from a wide range of investment products. He found Money Concepts, a national financial services company, to be the best fit.
A Growing Team
Over time, the firm grew to include several independent investment and insurance advisors, allowing the business to expand its reach without losing its relationship-first approach.
Becoming a Family Business
In 2007, Noel's son, Mike, joined the business as an advisor. In 2013, the name was changed to Milner Financial to reflect the evolution of a family owned and operated business.
A Period of Transition
In 2023, Noel retired and leadership transitioned to Mike Milner. That same year, Grace joined the team and later became an advisor, helping carry forward the firm’s established values and client commitments.
