Blaise J. Milanek
Wealth Advisor, LPL Registered Principal, CIS
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 is the nation’s leading independent source of financial services and investment advice* with over $764 billion invested and managed annually and $5.1 billion in revenue in 2019. *As reported in Financial Planning magazine June 1996-2020, based on total revenues.
For over 25 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 goal achievement.”
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. 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 usually can be found with his wife of 29 years, Amy. Blaise and Amy have three children, Blaise Jr., Cassie, and Spencer, all of whom are now in college pursuing their future ambitions. Blaise resides with his family in Malvern, PA and they enjoy spending vacations on Cape Cod, at the NJ shore, or enjoying their extended family or numerous outdoor activities together.