About Us

Massachusetts’ most trusted mortgage brokerage, delivering exceptional results for over 4,000 families since 2019.

Great People. Building Great Culture.

At Milestone, we are deeply committed to making a positive impact beyond our business operations. We believe in the power of community and are dedicated to giving back in meaningful ways. Whether it’s through financial contributions, employee volunteer hours, or partnerships with nonprofit organizations, we strive to create lasting change and foster a stronger, more resilient community. Our commitment to caring extends beyond our products and services, reflecting our genuine desire to make the world a better place for everyone.

Our Mission

Empowering families to achieve their homeownership dreams

The Milestone Vision

Leading the transformation of mortgage lending nationwide

Our Commitment

Building stronger communities through service and support

Why Choose Milestone?

We’re not just another mortgage company. We’re your neighbors, committed to making homeownership accessible and stress-free for our community.

Independent Advantage

As an independent mortgage broker, we work for YOU, not a single bank. We shop multiple lenders to find the best rates and terms tailored to your unique situation.

Proven
Excellence

Massachusetts' #1 mortgage brokerage for three consecutive years, 5.0-star rating across 539+ Reviews. A+ Better Business Bureau rating with zero complaints. Over $1 billion in funded loans.

Technology Meets Personal Touch

Whether you prefer a digital-first experience or face-to-face guidance, we accommodate your style with cutting-edge technology and traditional relationship-based service.

Our Growth Story

From 6 employees in 2019 to 60+ licensed officers. Now on track to join the $1B origination club in 2025.

Milestone Growth Stats
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Families Helped
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Licensed Officers
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Loans Funded
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Who We Support

We focus our efforts on organizations that provide foundational stability, just like we do. Our partners are leaders in housing, education, and community wellness.

Friends of Jack Foundation

Supporting children and families in need

United Way of Greater New Bedford

Community development and support

Junior Achievement

Educating youth about financial literacy

Homebuyer Education Seminars

Free educational workshops for first-time buyers

Rally2Give

Supporting community causes through collective giving

Mission 22

Supporting veterans and their families in crisis

Youth Opportunities Unlimited

Empowering youth through education and opportunities

Charitable Drives & Events

Regular community fundraising initiatives

Awards & Achievements

Our commitment to excellence has earned recognition from industry leaders and satisfied clients alike.

2022, 2023, 2024

#1 Mortgage Broker in Massachusetts

United Wholesale Mortgage

2023

Boston Rising Star

Five Star Professional

2020-2024

Multiple Five Star Awards

Mortgage Professional Awards

2025

Industry Recognition

Featured in HousingWire

Meet Our Leaders

Employee Spotlight

Jacob Ashworth Loan Officer

Jacob Ashworth

Jacob Ashworth is a dedicated loan officer who brings a passion for real estate, numbers, and teamwork to every client interaction. Raised in Fairhaven, Massachusetts, Jacob earned a bachelor’s degree in mathematics and a master’s degree from UMass Dartmouth, where he also…

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Start Your Journey Today

Ready to experience the Milestone difference? Our team of licensed professionals is here to help you navigate every step of your home financing journey. From pre-qualification to closing, we’re committed to making your homeownership dreams a reality.