Kimberli Milhoan and Greatstone Wealth
Kimberli Milhoan, co-founder of Greatstone Wealth, recently secured a $10,000 UKAN forgivable loan, a program designed to support new and expanding small businesses in the Upper Kanawha Valley, and funded by the Kanawha County Commission. This milestone represents a significant step forward for Greatstone Wealth as it continues to establish itself as a premier provider of wealth management services in this region.
Kimberli Milhoan’s professional journey began in Colorado and took her to Pittsburgh and Medellin, Colombia, before returning home to West Virginia where she was born and raised. After earning her bachelor’s degree from Marshall University, Kimberli built an impressive career in the financial and tax planning sector. She has served as Vice President of Wealth Management, RIA, and Real Estate Syndications, demonstrating her deep understanding of the intricacies of finance and her dedication to helping clients achieve their financial goals. She worked closely with the team that co-founded Greatstone Wealth in 2023. Since then, the company has done particularly well gaining market share and clients.
Greatstone Wealth prides itself on a modern approach to streamlined financial planning by consolidating expert advice, reducing complexity, and maximizing tax savings. The company offers retirement planning, tax planning, traditional and alternative investments, estate planning, and medicare guidance, among other services. Kimberli’s expertise, combined with her vision for client-centric wealth management, has well positioned the company as a trusted resource for clients seeking tailored financial solutions.
Greatstone Wealth’s rapid growth and recent funding success are due, in part, to Kimberli’s collaboration with Barbie Wood, a FASTER WV business coach. Together, Kimberli and Barbie worked on refining Greatstone Wealth’s message, identifying and engaging the ideal target demographic, and creating innovative networking strategies to expand the company’s reach. Barbie provided guidance on essential pivot strategies to help Greatstone Wealth navigate market changes and seize new growth opportunities.
“Barbie’s expertise in strategy development and her direct, transparent approach have been invaluable,” said Kimberli. “She has helped me stay focused on both the details and the big picture. Thanks to her mentorship, the support of the Kanawha County Commission, and the UKAN loan, I am confident in our ability to scale our operations and enhance our client experience.”
The $10,000 UKAN forgivable loan will enable Greatstone Wealth to invest in critical resources, from expanding its service offerings to upgrading technology and client management systems. The funding will also support Kimberli’s efforts to deepen community ties through financial literacy initiatives, a key component of Greatstone’s mission.
As Kimberli and Greatstone Wealth continue their upward trajectory, they remain committed to providing exceptional financial services while making a meaningful impact within the community. The UKAN forgivable loan is more than just a financial boost—it’s a vote of confidence in Kimberli’s leadership and Greatstone Wealth’s potential to drive economic prosperity.
Advantage Valley and the FASTER WV community looks forward to seeing the continued success of Kimberli Milhoan and Greatstone Wealth as they help clients identify and achieve their goals, one milestone at a time.
If you would like to meet Kimberli, she will be team teaching a FASTER WV workshop entitled Finance Essentials for Launching Your Business on February 27 in Charleston. Learn more and register here!