Milestone Advisory Partners

Milestone Advisory Partners

Milestone Advisory Partners was founded in 2015 and operates as a division of NewEdge Advisors, a Pittsburgh-headquartered RIA platform. The practice is led by Chip Hasty alongside a team of three additional financial advisors — Mary Zastrow, Teresa White, and Aaron Breasseale — who together have served the Sandhills region of North Carolina across multiple decades and market cycles. The firm’s investment posture centers on holistic financial planning for individuals and families, with a service menu that spans investment management, retirement planning, estate planning, risk management, and business-owner services. As a division of NewEdge Advisors, Milestone Advisory Partners accesses centralized portfolio management led by Lauren Lehman, director of portfolio management, and Ryan Geschke, managing director of investments and trading — meaning the local team can customize client portfolios on top of a managed central investment platform. NewEdge Capital Group, the parent entity, was ranked No. 3 on Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs list, giving Milestone Advisory Partners the compliance, trading, and operational infrastructure of a top-decile U.S. wealth manager without disclosing its own AUM. Eleven professionals are listed on the firm's team page, covering advisory, operations, compliance, marketing, and advisor-advocacy functions. The firm sits at 103 Bradford Village Court in Southern Pines, North Carolina, and maintains a local-only service footprint concentrated in Moore County and surrounding areas. A recent operational signal: in September 2024, the parent group jumped eight spots to No. 5 on Barron’s Top 100 RIA Firms list, confirming rapid organic and inorganic asset growth at the platform level. Milestone Advisory Partners’ structural differentiator is its embedded-division model: the practice operates under NewEdge Advisors' ADV and compliance umbrella while retaining its own local brand, team identity, and client relationships — a federated architecture that lets it market like a boutique but draw on a platform that oversees more than $30 billion in client assets (per NewEdge Capital Group).