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    4940 Pearl East Circle, Suite 302 Boulder, CO 80301 T: 720.728.2801 F: 866.522.9588 TF: 800.201.4554
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Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
Read
Read
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Legacy beyond wealth
Estate planning can be a tool of both generational wealth and self-actualization.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Read
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
Sharing a wealth epiphany

When wealth arrives quickly, generosity – and planning – can be the key to helping it endure.

Estate & Giving
Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle
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  • Denver, CO 1401 17th St., Suite 300 Denver, CO 80202
  • Map & Directions
  • Map & Directions
  • Boulder, CO 4940 Pearl East Circle, Suite 302 Boulder, CO 80301
  • T 720.728.2801
  • F 866.522.9588
  • TF 800.201.4554
  • Map & Directions
  • Map & Directions

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. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. 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. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.