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Michael Mezheritskiy

Retirement Planning for Those In or Nearing Retirement

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Contact Me
Milestone Asset Management Group Michael Mezheritskiy
Avon, CT

Serving Clients Nationwide

Retirement Planning for Those In or Nearing Retirement

26 Certified Advisor Reviews™
Rate this Advisor

(860) 259.4800

Website

Areas of Focus

  • Estate Planning
  • High Net Worth
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Michael Mezheritskiy is committed to helping people create strategies that will help them pursue their financial goals and objectives. He brings over 23 years of experience in the financial services industry to his clients.

During Michael’s career, he has had the opportunity to structure very unique and complex solutions for high net worth investors. Michael spent well over a decade working with High Net Worth Individuals and their families at Fidelity Investments.

Michael was responsible for overseeing close to a Billion dollars worth of client assets, specializing in management, retention, and development of High Net Worth Clients, who have at least $1million in investable assets.

Michael is a committed fiduciary to his clients who reside up and down the east coast.

Active in the community, Michael Mezheritskiy serves as:

- Board of Directors Chamber of Commerce for Avon CT.
- Board of Directors Avon Dollars for Scholars.
- Member of Education Committee, Avon Chamber of Commerce.
- President 2018-2019 of Avon-Canton Rotary International Club.

During Michael's career, he was awarded 10 straight Achiever Awards, twice in each of the following years: 2008, 2009, 2010, 2011, and 2012. These honors are only awarded to the top 15 percent of advisors in the market. In addition to that, Michael also earned Fidelity’s highest honor, being named to the President’s Circle in 2008 and 2010, an award reserved for the top five percent of the advisors in the country.

Michael specialties include, but are not limited to: Investment advisory services, Tax-Smart Retirement Planning, Asset management, Net Unrealized Appreciation, Social security strategies and more.

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

302 W. Main St. #206B Avon, CT 06001

Additional Locations

📍 MILFORD OFFICE: 55 Cherry St. Milford CT 06460

📍 ROCKLAND COUNTY OFFICE: One Blue Hill Plaza, Suite 1509 Pearl River, NY 10965

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 20-min call to learn about your goals and financial situation. You don’t go to the Dermatologist for an eye exam, and we want to make sure we are the right financial planner for you. If we aren’t, we will happily point you to the right expert.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, Milford CT & Pearl River NY, that offers Tax-Smart retirement planning services with a focus on individuals who are either retired or with in 10 years from retirement and have a minimum of $500,000 in investable assets.

WHY PEOPLE LIKE YOU COME TO MILESTONE:

✅ Fiduciary: A fancy word that means we are a true financial partner who acts only in your best interest.

✅ Fee-Only and Independent: We don’t peddle financial products for a commission. We work for you and are ONLY paid by you.

✅ Boutique 1-1 Service: We custom-tailor every detail of your financial plan to your unique needs and situation. You are an individual not an account number.

…AND WHY THEY STAY WITH US FOR LIFE

➡️ A Financial Partner Who Cares About Their Money As Much As They Do. They have someone in their corner working as hard to protect their money as they did to earn it.

➡️ A Retirement Plan Free Of Mistakes Or Errors. We help them build and implement a retirement plan free of mistakes or errors. We keep a pulse on the market and update their plan so they don’t have to.

➡️ Someone Who Will Do The Heavy Lifting. Instead of managing their money alone, they have the help of a knowledgeable financial professional.

Education

Suffolk University, Bachelor of Finance, Financial Planning and Services

Volunteer Experience

Avon-Canton Rotary Club- active member since 2013, Past President 2019-2019 Avon Dollars for Scholars - active member since 2016, treasurer Acon/Canton Chamber of Commerce- Active member since 2013, President 2018-2021, board member since 2015

Awards and Honors

  • Five Star Wealth Manager 2015-2023
  • Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance.

Hobbies and Interests

  • Exercising
  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Individuals
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 19, 2021
I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is always on the lookout for emerging opportunities to grow the client's portfolio. I have only known him for a while but his qualities are second to none. Not that you'll need him often, but he's readily available for a financial conversation. Based on my experience with Mike, I've no hesitation in recommending him as a fiduciary.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarath Damodar
Sarath Damodar

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 9, 2021
I knew Mike professionally before I engaged him to help me with my finances. We worked together in the same office but I was not one of his clients at the time. One day I asked if he had some time as I needed some financial advice. It turned into an hour-long conversation and I knew Mike was exactly the person I needed to help guide me with my personal finances. Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered. Mike is extremely knowledgable, energetic, patient and very personable. I am fortunate to have met him and become part of the Milestone Asset Management Group. Do yourself a favor, give Mike a call and spend an hour with him. If it's not a good fit, you lost an hour. If it is, you gained a financial champion and adviser who will be in your corner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bob Schackner
Bob Schackner

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 2, 2021
Michael is an experienced professional with a personal touch. He is knowledgeable, helpful, and always available on a short notice. You can email him on a Sunday and receive and immediate response. I would strongly recommend him for your financial planning and investment.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anna Goldblatt
Anna Goldblatt

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 27, 2021
For quite sometime, my wife and I had no idea what to do with the small pensions and 401k’s that we had from several companies we worked for. Enter Rich from Milestone Asset Management. He sat down with us and listened to our concerns and fears and what we hoped to achieve when we retired. We wanted to insure we had enough income for a comfortable retirement, which would allow us to visit our children and take a vacation every year. Rich put together a plan which combined the various pensions and 401k’s to maximize our earning potential. At every step, he reminded us, that if we did not feel comfortable with an option, we could make changes or leave the current plans as they are.He provided a worry-free plan that we are very happy with. Thank you! Kevin and Cheryl
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Morton
Kevin Morton

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 24, 2021
" Michael Mezheritskiy has been our financial advisor for several years. In our experience with financial advisors, he is in a class by himself; the consummate professional!" Peter and Peggy Bakker
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Peggy Bakker
Peggy Bakker

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2021
I have been with Milestone Asset Management group for many, many years, I have to thank them for their service because they are the * BEST at what they do. I would advise everybody to choose them. Thank you...Sylvia D.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sylvia Dailey
Sylvia Dailey

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2021
Michael stands out as our financial planner and advisor in so many ways. He is extremely professional and attentive to our financial needs. Whether advising on short or long term goals, he is solely focused on what is in our best interests. We are truly appreciative of his hard work and dedication. We have recommended him to family and friends without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve S
Steve S

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2021
I have known Michael for over ten years. We first met when he was at Fidelity and my retirement account was there. His advise was extremely helpful for me during the market downturn of 2008. He left there to start his own business and I left a few years later looking for more personalized attention to my portfolio. I found Michael again at Milestone Asset Mgt. about five years ago and he has managed my money ever since. His attention to my individualized portfolio and our one on one meetings quarterly are just the kind of service I was looking for. I highly recommend him as an individual and as a financial professional! William Hall, M.D.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill Hall
Bill Hall

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 23, 2021
I came to Michael Mezheritskiy a couple of years ago to get help on reallocating my investment portfolio. Even though I knew very little about investing, Michael had the heart of a teacher and took his time explaining everything and answering all of my questions. I never felt pressured or rushed into making any investment decisions. I would highly recommend Michael to anyone seeking investment advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian Franzosa
Brian Franzosa

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 22, 2021
Michael and Milestone gave us valuable retirement planning advice, useful tools, and straightforward, easy to understand advice. We got just what we wanted, with no sales pitches or product sales. We will continue to use their services regularly as we get closer to retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dwight Drefs
Dwight Drefs

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2021
Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Peter Frascarelli
Peter Frascarelli

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2021
Michael, we are absolutely delighted with the service you provide. Early on you took the time to understand our circumstances, interests, and preferences. What continues to impress us is your guidance on matters that for us are fairly complicated. You always mange to break subjects down into manageable pieces that we can absorb which allows us to make educated decisions. Since you started managing our financial future, over Six years ago, our accounts have increased in value. Some more significant than others but no matter how crazy the world gets, with your guidance, our financial future is secure. Your professional, ethical and caring demeanor elicits our trust and respect. Thank you for everything you do for us and will continue to do into our dotage!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lori H
Lori H

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2021
My husband and I recently retired and weren’t sure of the best way to protect our finances from inflation and low interest rates. We decided to seek the guidance of a financial advisor. After researching local individuals we chose Richard LoPresti of Milestone Investments. Richard worked with us to choose the right course of action for our money. It has been over a year now and we are very pleased with the choices we made per his advise. We have no hesitation recommending Richard LoPresti and Michael Mezheritski of Milestone Investments to anyone. Arthur and Heidi Goodhue
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Heidi Goodhue
Heidi Goodhue

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 17, 2021
We have tremendous respect for, and confidence in Mike as our financial planner. Mike constantly watches over our investments, making changes and improvements to bring the maximum benefits to our portfolio while reducing risk for us. His communication is outstanding. He offers quarterly meetings & updates & goes over our portfolio in detail while ensuring we understand what is happening with our money. He's easy to talk to, accessible to us, and he has a great sense of humor. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Elizabeth Hines
Elizabeth Hines

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
Michael is a good coach many times I wanted to bail be he kept me steadfast
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Renaud Gilbert
Renaud Gilbert

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
When we first met Mike for a review of our investments, we were impressed with his unique approach to personal investing. Investing is fairly complex but he broke it down into a simple to understand philosophy that made a great deal of sense. Mike tailored an investment plan to our specific risk tolerance that has done us well. His attention to detail, constant oversight and contact with us is over the top. And his memory for numbers continues to amaze me. Count us among his many satisfied clients.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Maschi
John Maschi

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
I met Michael in 2019 after attending one of their financial seminars. I had attended quite a few, and I was very impressed with the level of professionalism and knowledge. I met with Michael several more times over the next few months and was very comfortable moving my retirement accounts to Milestone.. it has been great, Michael is very accessible, extremely knowledgeable and always takes time to explain our strategies. So glad I attended that seminar in 2019! I would highly recommend Milestone Asset Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joyce Morin
Joyce Morin

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
"We have been a client of Michael's for about seven years now. He is the quintessential financial professional and gentleman. He routinely pushes information out to his clients to keep us informed of market trends and bumps in the road - quite helpful in times of high volatility. He is always available by phone for personal advice and discussions. We have asked Michael for assistance in taking market gains off the table several times. He has completed these transactions in hours, not days as we have been accustomed to in the past working with other financial management groups. The important point here is that we have withdrawn profits, not principle, on multiple occasions - that means there were profits made to take. During these transactions, Michael has never pried into why we choose to withdraw the monies, but instead worked hard to minimize our tax consequences. Overall, Michael has greatly exceeded our expectations for a financial management partner - key word - partner. We look forward to continuing our relationship with Michael into the uncertain future. With his help, we shall continue to prosper."
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandra Crowell
Sandra Crowell

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
I have been very pleased with the financial services provided by Milestone Asset Management Group. Michael Mezheritskiy has consistently demonstrated smart money management in a kind and courteous manner. I would highly recommend this group for all your financial needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kim Perschmann
Kim Perschmann

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
I have been a client of Milestone since the company began. Michael is the vision of Milestone and integral to its success. Milestone is all of the above: Good quality, good value, professional and responsive. Client questions are answered clearly and any issues resolved immediately. I highly recommend Milestone and comment Michael as CEO.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kathy Gauches
Kathy Gauches

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
In a world full of uncertainty especially on the financial market I cant think of a better person to know than Michael Mezheritskiy Michael and milestone have been a tremendous help in all financial areas and truly knows his product and is a credit to his profession I would strongly recommend anybody who is looking for a stable and profitable portfolio to give Michael a call Sincerely -Rabbi Samuels
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rabbi Mendel Samuels
Rabbi Mendel Samuels

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 15, 2021
We are very pleased with Michael handling our finances and highly recommend him. He is always quick to return our messages and watches over our investments wisely.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ann Marie Gilbert
Ann Marie Gilbert

5 Stars

✅ Wealthtender Certified Advisor Review™
May 17, 2018
Love love working with Michael Mezheritsky. He is trustworthy and knowledgeable about his product.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Natasha Haims
Natasha Haims

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 27, 2017
I have been working with Michael for about 3 years. He is very professional. He is always reachable, polite, straight forward and willing to address clients concern. When market had a "correction moment". Michael handled my account with the cool head, which result in no losses but just gains when market came back up. 9 out of his 10 picks shows good or great results. When it is not a good pick, (nobody have a "crystal ball") he pull out of it in the right time. When I find a stock or ETF, which I like I can send it to Michael and he will give me his recommendation and professional advice. Bottom line - I feel my money are in GOOD HANDS.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Igor Baytler
Igor Baytler

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2017
I was introduced to Michael over 2 years ago and ever since then I have received quite an education. I've worked with advisors in the past, but never realized the differences between brokers and fiduciaries. As a fiduciary, Michael is a considerable asset to anyone that works with him. What you see is what you get with him and the advice he provides allows you to make an informed decision. I'm thankful that he manages my family's portfolio.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joseph Galiatsatos
Joseph Galiatsatos

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 21, 2017
Have been a client for three years and happy with Mike and his team as they are very knowledgeable about financial markets and economy as a whole, and being very responsive to my individual needs. Mike has been very accomodating in being available to answer my sometimes complex questions. He has been keen to provide his expert opinion and offer solutions that are truly unique to my situation, instead of just offering a generic product to make a quick sale. Mike has also shown care about what’s right for me at the time when my opinion was different and was frank to express his sidein a very diplomatic and logical manner. These factors truly distinguish him from other fin. advisors I have hired in the past, therefore, rating him with 5 stars, and would absolutely recommend to others!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ken Chud
Ken Chud
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