No jargon. That’s one of our mottos at The Millstone Evans Group. We firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms.

Our approach centers around removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable. 

Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected. 

We are interested in your concerns, your aspirations and how we can best help you navigate through the changes that come your way – planned or unexpected, pleasant or difficult. We will be with you through each shifting priority and every life stage, helping you think through your options and take control of the present while never losing sight of your vision for the future. When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them. Some of the areas we are here to help you with include:
•	Financial Planning.				
•	Environmental, Social, and Governance (ESG) Focus on Investing.
•	Longevity and Retirement Planning.		
•	Estate Planning and Charitable Giving.

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.

Let us help you. Reach out for a complimentary consultation today through our website. 

Insurance

Investment Management

Personal Finance

Retirement

The Millstone Evans Group

Org chart

Teams

Similar companies