# Milestone Advisory Partners Milestone Advisory Partners is a Bank / Wealth / Trust based in Southern Pines, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Southern Pines, United States - **Region:** North America - **Address:** 103 Bradford Village Court, Southern Pines, NC 28387, United States - **Founded:** 2015 - **Assets under management:** Undisclosed - **Website:** milestoneadvisorypartners.com - **LinkedIn:** https://www.linkedin.com/company/milestone-advisory-partners-llc ## Regulatory record - **Reports private funds:** No ## About 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. 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). ## People - Chip Hasty — Financial Advisor - Mary Zastrow — Financial Advisor - Teresa White — Financial Advisor - Aaron Breasseale — Financial Advisor - Ryan Geschke — Managing Director, Investments & Trading - Erin Corbett — Chief Operating Officer - Will Brand — Chief Compliance Officer - Lauren Lehman — Director of Portfolio Management - Jenny Kurz — Director of Marketing - Zach Clemons — Senior Manager, Advisor Advocate ## Questions ### Who runs investment decisions at Milestone Advisory Partners? Day-to-day investment and portfolio management is centralized through the NewEdge Advisors platform. Lauren Lehman, CFA, CFP, serves as director of portfolio management, while Ryan Geschke, MBA, is managing director of investments and trading. Local advisors Chip Hasty, Mary Zastrow, Teresa White, and Aaron Breasseale customize client portfolios on top of that central investment framework. ### Is Milestone Advisory Partners an independent firm? No. Milestone Advisory Partners is a division of NewEdge Advisors, a large Pittsburgh-based RIA. It operates under NewEdge Advisors’ ADV, compliance, and operational infrastructure, which means its client assets are custodied and reported at the platform level. Milestone Advisory Partners maintains its own brand and local team but is not a standalone legal or regulatory entity. ### What is Milestone Advisory Partners' relationship to NewEdge Capital Group? NewEdge Capital Group is the ultimate parent entity. It was ranked No. 3 on Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs list. Milestone Advisory Partners operates as one of many advisor divisions underneath NewEdge Advisors, which sits within the NewEdge Capital Group umbrella alongside a broker-dealer and other wealth-management businesses. ### What geographic footprint does Milestone Advisory Partners cover? The practice is headquartered in Southern Pines, North Carolina, and its website markets exclusively to the Sandhills region. There are no additional offices disclosed, and the team’s messaging emphasizes decades of service to the local community. The firm does not appear to maintain offices or client relationships outside of Moore County and its surrounding areas. ### Does Milestone Advisory Partners manage institutional capital? No. The firm’s stated services are all centered on individuals and families: investment management, retirement planning, estate planning, risk management, and business-owner services. The firm does not list institutional separate accounts, fund vehicles, or consultant-relations functions, and no institutional client activity is publicly disclosed. ## Related profiles - [Milesi Asset Management](https://altss.com/profile/milesi-asset-management) - [Milestone Asset Management](https://altss.com/profile/milestone-asset-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/milestone-advisory-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology