SCOTT R. MILFORD, CFP^®

MANAGING DIRECTOR, PARTNER

CO-FOUNDER

Scott Milford is a Managing Director and Partner with Hierax Wealth Partners. Scott is a CERTIFIED FINANCIAL PLANNER™.

At Hierax Wealth Partners, Scott has a particular focus in working with high-net-worth families with complex financial assets, such as business interests, privately held company stock and multi-generational trust assets. He has a passion for distilling overwhelming financial challenges into focused, decisive action plans that his clients can embrace.

He is focused on understanding his clients’ financial goals in order to develop sophisticated financial plans that can help provide his clients with meaningful financial reassurance. He brings over a decade of experience providing comprehensive wealth management services, working with a variety of high-net-worth individuals, family offices, business owners, and entrepreneurs as well as their other trusted advisors.

Prior to founding Hierax Wealth Partners, Scott was a Senior Wealth Advisor for a tenured team with over a billion dollars within the Hightower enterprise. Scott truly embodies what it means to start from scratch in the wealth management industry — having held operations, financial planning, investment management and ultimately advisor roles at independent, boutique wealth management firms — which allows him to bring a diverse and informed perspective to Hierax Wealth Partners.

His previous experience also includes roles in investment banking, which allows him the chance to act as a true business consultant for entrepreneurs/business owner clients. Scott prides himself on providing highly personalized client experiences across every aspect of the relationship.

Scott graduated with distinction from Stetson University with a major in Finance. He also completed the required CFP® coursework with Bryant University, as well as the Yale School of Management Executive Education Wealth Management Theory & Practice curriculum. In addition, Scott holds his Series 7, Series 66 and state insurance licenses.

Scott has recently been highlighted by Forbes on their 2024 list of “Best-In-State Wealth Advisors.”

In his spare time, you can find Scott on the golf course, traveling or in the gym. He also enjoys all sports, staying active, being on the water in any capacity, cooking and discovering new restaurants.

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