No jargon. That’s one of our mottos at The Millstone Evans Group. We firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms.
Our approach centers on removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable.
Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected.
We are interested in your concerns, your aspirations and how we can best help you navigate through the changes that come your way – planned or unexpected, pleasant or difficult. We will be with you through each shifting priority and every life stage, helping you think through your options and take control of the present while never losing sight of your vision for the future.
When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them. Some of the areas we are here to help you with include:
- Financial planning
- Environmental, social and governance (ESG) focus on investing
- Longevity and retirement planning
- Estate planning and charitable giving
Take a fresh approach to your financial life
Meet Sacha Millstone, President of The Millstone Evans Group, and hear more about her, our dynamic team and what makes us stand out.
Highlights from our most recent blog posts
529 Plans How You Can and Cant Use Them
Stay up to date with the latest investment news
Important individual bond product points
Debt ceiling: Common sense prevailed
Market moves back to focusing on the fundamentals
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This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Neither The Millstone Evans Group nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
