Milad Taghehchian (AAMS, CFP®, CRPS)

Milad Taghehchian focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice

Planning Specialties

Pioneer Wealth Management Group is a comprehensive financial planning and investment advisory firm dedicated to helping clients reach and maintain their financial goals through careful planning. We are a fee-only financial planning firm meaning our compensation comes exclusively from financial planning consulting fees and investment management. We sell no products, receive no commissions, and operate solely on our clients behalf to offer objective advice with no conflict of interest.

NAPFA Start Date

July 18, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5700 Granite Parkway Suite 200 Plano, TX 75024 Phone: (972) 642-1600 #2

Other Offices

800 W 5th Street, Suite 100 Austin, TX 78703-5434 Phone: (512) 334-6800 Fax: (866) 537-9403