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
Episode 18: We Explore ESG Investing with YourStake’s Co-Founder Gabe Rissman
Stay up to date with the latest investment news
Don’t let estate blunders get in the way of your wishes
Define your personal philanthropic mission
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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. 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.
