Blaise J. Milanek

Blaise J. Milanek has been providing investment and estate planning for his clients since 1994. He is a wealth advisor at Independence Square Advisors and a Registered Principal with LPL Financial. LPL Financial Holdings Inc. serves more than 23,600 financial advisers, including advisers at more than 1,000 enterprises and 580 registered investment adviser firms nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.6 trillion as of Sept. 30, 2024.

For over 30 years, Blaise has offered a comprehensive approach to investment and estate planning. “At Independence Square Advisors, wealth management is a disciplined process: client profiling, plan development, plan implementation and ongoing monitoring. I listen carefully to each client and come to understand their unique situation, their stage in life and their goals for the future. I then assess my client’s big picture and provide objective opinions and sound independent recommendations. Finally, I consistently monitor the customized plan for performance and goals.”

Client trust is the foundation of Blaise’s success. “I want my clients to know that I am in tune with the designed plan and all that it encompasses. This is a very fluid process. Changes in life are constant. I want my clients to know that I will always be there for them.”

Blaise earned a B.S. in Marketing from the Smeal College of Business at Pennsylvania State University. He is a licensed Series 7, 24, and 63 through LPL Financial. He also holds a Certified Income Specialist (CIS) designation and Certified Exit Planning Advisor (CEPA).  Blaise also maintains his Pennsylvania resident life and health insurance licenses.

When not working for his clients, actively participating in the community, or playing golf, Blaise can often be found with his wife of 33 years, Amy. Blaise and Amy have three children, Blaise Jr., Cassie, and Spencer, all of whom graduated college and are currently pursuing their future ambitions. Blaise resides with his family in Malvern, PA and enjoys vacationing at the Jersey Shore to spend quality time with family and friends.

To schedule a meeting click this link:  https://go.oncehub.com/BlaiseMilanekClientReview