THE MARKETS One thing leads to another. In 2009, a team of domino builders in the Netherlands attempted to topple 4.8 million dominoes. Just...
Our Mission
To help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Our Mission
to help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Our Mission
to help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Milanek Family Wealth
A TrustedPartner for Your Family & Business
Comprehensive portfolio and planning solutions.
Income planning for families approaching or in retirement.
Designing protection strategies for life, income, and property.
Our Services
Why Work with a Financial Advisor
Financial Planning
Everything starts with a good plan. We look at a clients entire financial life and holistically craft solutions depending on your unique goals and constraints.
- Retirement Income Planning
- Education Planning
- Social Security Optimization Strategy
Investment Management
We tailor our portfolios to suit the unique needs of our clients and meet them where they are in life with diversified solutions.
- Risk tolerance and asset allocation
- Tax efficiency planning and loss harvesting
- Alternative investments and hedging techniques
Tax Strategies
The only worthwhile returns are the one's you get to keep. Tax awareness and planning is at the core of what we do.
- Annual tax review and strategy
- Roth conversions
- Tax efficient withdrawal sequencing
Legacy Planning
Prudent estate planning can ensure your assets are properly and tax-efficiently passed on to your heirs in accordance with your wishes.
- Reviewing Estate Documents
- Trust & Trustee Education
- Multi-generational Wealth Transfer
Insurance & Risk Planning
Asset protection is a key cornerstone of holistic financial planning.
- Life Insurance
- Long-term Care
- Medicare
Testimonial
Hear what Our Clients Say
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Trusted by over 1300 loyal clients
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Founder
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Managing Director
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Business Owner
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Senior Manager
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Founder
Nulla molestie mattis scelerisque maximus eget fermentum odio. Mauris pharetra.
Managing Director
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Business Owner
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Senior Manager
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Finance Director
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Marketing Director
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Project Manager
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HR Director
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Sales Director
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Urna tempor pulvinar vivamus fringilla lacus nec metus. Lacinia integer nunc posuere.
Finance Director
Fermentum odio phasellus non purus est efficitur laoreet. Blandit quis suspendisse.
Marketing Director
Porta elementum a enim euismod quam justo lectus. Imperdiet mollis nullam volutpat porttitor.
Project Manager
Taciti sociosqu ad litora torquent per conubia nostra. Et magnis dis parturient scelerisque.
HR Director
Viverra ac tincidunt nam porta elementum a enim. Arcu dignissim velit aliquam imperdiet mollis.
Sales Director
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2,568 Reviews and counting
Group Cooperation
+
Depth Of Experience
+
Happy Clients
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Profit Growth
%
Customer Success Rate
FAQ
Frequently Asked Questions
Contact Us
Call
Office
150 S Warner Road, Suite 402, King of Prussia, PA 19406
Who We Are
Milanek Family Wealth Team
Multi-Generational • Family-Oriented • Decades of Experience
At Milanek Family Wealth Management, Blaise J. Milanek oversees and coordinates financial affairs for a select group of individuals, families, and small business owners primarily throughout the suburban Philadelphia region, as well as clients nationwide.
We work with our clients in two core ways.
First, we develop a customized comprehensive financial plan that clearly defines the financial goals they want to achieve.
Second, we take an integrated approach to managing nine key financial impact areas: banking, cash flow, investments, insurance, taxes, retirement planning, educational planning, estate planning, and charitable giving.
We position ourselves as the “financial quarterback” to our clients and give them the confidence that Milanek Family Wealth Management and our team of professionals will help guide them in the right direction.
Blaise J. Milanek
President & Head Wealth Advisor, Milanek Family Wealth Management
Blaise W. Milanek
Investment Analyst, Milanek Family Wealth Management
Franci Neill
Executive Assistant, Milanek Family Wealth Management
Cassie Milanek
Director of Client Relations, Milanek Family Wealth Management
Joseph B. Elliott III, AIF®, CFP®
Chief Executive Officer, Independence Square Advisors
Zachary S. Mineur, CFA®, CFP®
Chief Investment Officer, Independence Square Advisors
Karen McCarthy
Chief Operations Officer, Independence Square Advisors
Kaleb Burns
Chief Compliance Officer, Independence Square Advisors
Tim D'Orazio
Wealth Strategist, Independence Square Advisors
Chelsea Mineur
Director of Marketing & Engagement, Independence Square Advisors
New Clients
Onboarding Process
We do a brief introduction call to see if we're a good fit for each other.
We get to know your unique goals, constraints, and family dynamics.
We create and refine a plan for you to achieve your goals.
We monitor and course correct as conditions and circumstances change.
Let’s Talk
Schedule Introduction
Stay Informed
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