Online Resources

Helpful How-To Videos

We’ve provided the following brief videos to help guide you step by step.

Comprehensive Overview of Our Client Services

My Big Picture

Looking for an easier way to keep track of your accounts? Clients tell us they love our My Big Picture tool because it helps them simplify their lives! My Big Picture keeps track of your investments as well as other important financial accounts – from credit cards to mortgages and whether held through us or not - in one location. It’s also very helpful with budgeting and expense tracking and, most importantly, it’s safe and secure. It’s a complimentary service, so please try it with no commitments or fees, and see if you like it. We’re happy to answer any questions you may have and/or help you set it up. Want to learn more? Check out our My Big Picture “How-To” video through the link above.

Client Access

Use this link to access your investment accounts safely and securely.

ESG Investing – Tools That Get Results

We are pleased to offer clients our expertise and guidance on environmental, social and governance (ESG) investing (also known as “socially responsible investing,” “impact investing” and “sustainable investing”). ESG refers to investing that prioritizes optimal ESG factors or outcomes. Learn more.

Longevity Planning – Your Life, Carefully Considered

We are pleased to offer a variety of tools to help you with longevity planning. Working with you on your longevity planning is part of the service that The Millstone Evans Group provides. Learn more.

Upload Your Files Easily and Securely

Use this form to upload documents safely and securely to The Millstone Evans Group. Our team will work with you from our end to coordinate the timing of each upload and to assure that the documents been received.

Ownership of sustainable investments have doubled since 2018, from 12% to 26% of wealthy people. Nearly three-quarters (73%) of millennials compared to 21% of older respondents use sustainable investments, which 72% of all survey respondents agree can make a positive impact in the world.
Source: 2022 Bank of America Private Bank Study of Wealthy Americans

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.