Consistently Delivering Results
At The Millstone Evans Group of Raymond James, our goal is to help organize and simplify the financial planning and investment process, giving you the freedom to concentrate on enjoying life – wherever you live it.
With more than 50 years of combined financial planning experience, our founders, Sacha Millstone and Greg Evans, are committed to providing superior service and advice. By listening to clients, applying investment discipline and offering support from three locations across the country, they create personalized strategies and portfolios designed to help investors reach their goals.
We specialize in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, and charitable giving. Additionally, we use the Sudden Money® program, helping clients turn unexpected windfalls into lifetime financial security.
As we work to help you map a clear course for your future, we are guided by these fundamental beliefs:
- Your needs, not ours. We partner with you independently to develop unbiased strategies that address your needs and help ensure outcomes that align with your goals. Your success is our success.
- Listen to you. It’s all about your goals. We take the time to ask smart questions that identify your underlying financial concerns. A world of opportunities can open when we exchange ideas.
- Exceed expectations. When it comes to personal service we always strive to provide value and an exceptional client experience. You deserve nothing less, and we always want to earn your trust.