Empowering all our clients and understanding that one size does not fit all

When it comes to our clients, our team believes that one size does not fit all. The Millstone Evans Group is here to support all our clients in relevant ways that are specific to their diversity, desires and needs.

It is not an exaggeration to say that we are truly inspired by our clients – kind and decent people who share our same principles of making a difference, giving back and doing what’s right. They come to us for the guidance they seek, and we help them pursue their own individual definitions of greatness.

Different people have different needs. We embrace diversity as one of our hallmark values. How boring life would be if we were all the same! We also know that as your life evolves, so do your needs. We understand the financial questions and concerns you have along the way through all life stages and consider it a privilege to be here for you, and with you.

Grandparents looking at laptop with granddaughter in kitchen

Families
Smiling young woman in office holding file folder

First Time Investors
female couple reading with baby boy

LGBTQ+
elderly mother with mid adult daughter on beach

Life Transitions

Professionals, Entrepreneurs & Top Executives
Smiling mature couple using laptop at home

Retirees and Pre-Retirees
man with camera on tripod at lake

Socially Responsible Investors

Sudden Money

Women Investors
A 2020 socially responsible investing trends report published by the U.S. Forum for Sustainable and Responsible Investment (US SIF) found that U.S. assets under management using sustainable investing strategies grew from $12 trillion in 2018 to just over $17 trillion in 2020, and according to Morningstar data, Q2 2020 flows more than doubled to $54.6 billion.

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.