Life happens. Life changes. Are you ready?

While we discuss, plan and strategize with you to pursue your goals, we are mindful that life involves transitions, sometimes unexpected.

Our team of financial advisors at The Millstone Evans Group gets to know you and the way you think about money. We build relationships, not just financial plans. With your goals in mind, we recommend investment strategies tailored to your financial personality, using a diagnostic tool called Financial DNA. The results help us understand the way you think about money so we can personalize a plan specifically for you.

Retirement is the life change we plan for most. However, getting married, starting a family, buying a home, getting divorced, losing a loved one and changing jobs are among other life transitions during which financial planning can greatly help ease concerns by providing clarity about your path forward.

When a transitional life event takes place, our personalized, detailed and realistic planning approach can help you untangle the complexity of the situation, reducing any emotional overload that may be present. Your financial plan can serve as an anchor as you navigate choppy or unfamiliar waters. We’ll help you prioritize your to-do list and assist you with tasks that you feel are too time-consuming or difficult.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

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.