THE MILLSTONE EVANS GROUP, LLC
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About the firm
The Millstone Evans Group is an investment advisory firm registered with the U.S. Securities and Exchange Commission, owned and operated by The Millstone Evans Group, LLC. The firm combines expertise with a personal touch, focusing on clear communication and removing barriers to financial planning for clients at all life stages.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, environmental, social and governance (ESG) focus on investing, longevity and retirement planning, estate planning and charitable giving.
Who they serve
Clients at all life stages, including those navigating planned or unexpected life transitions, retirement and pre-retirement, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 420 | $132M |
| High Net Worth Individuals | 210 | $742M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MILLSTONE EVANS GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.