FAQs

Do you have questions? We’ve got answers to some of the most frequently asked questions.

Q: What’s the best way to find out who I should speak with at The Millstone Evans Group about a specific topic?
A: One quick way is to check our most recently updated Service Team Contact List. Also feel free to reach out with general inquiries by calling our toll-free office number, 800.201.4554, or emailing us through our contact form.

Q: Is there a specific process you follow when working with a new client?
A: Yes, there is, and it’s tailored to each client. Our expert team of financial advisors at The Millstone Evans Group makes the onboarding process as simple as possible for you. We will create a personalized financial and investment plan that is designed to save you time now and in the years ahead. We start with an initial conversation about your current situation, questions, challenges and interests. Here is our process in a nutshell.

Q: Do you offer any tutorials on how best to use your tools and resources?
A: We do. These helpful how-to videos will guide you step by step through a variety of our tools and resources, including Client Access, My Big Picture, finding your statements and fees as well as where your tax documents are, setting up e-delivery, fund transfer, eSignature, how to use Vault, making a mobile deposit, and even setting up a Zoom call.

Q: What is your relationship with Raymond James?
A: Learn more about our relationship with Raymond James here.

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.