Boulder, United States
The Millstone Evans Group is a finance and financial services startup based in the United States. With the slogan "Feel comfortable with your financial choices," the company differentiates itself from traditional financial advisor firms by emphasizing clear, personal communication and removing the barriers to financial planning.
The company's approach is centered around helping clients feel comfortable in a world that can often feel overwhelming. They focus on smart planning for all life stages, offering support for transitions, whether planned or unexpected.
The Millstone Evans Group offers a range of services including financial planning, environmental, social, and governance (ESG) focused investing, longevity and retirement planning, estate planning, and charitable giving. They specialize in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, and charitable giving. They also utilize the Sudden Money® program to help clients manage unexpected windfalls.
Overall, the company aims to build strong relationships with clients based on mutual respect and close communication while understanding their goals and providing tailored financial plans. Clients can reach out for a complimentary consultation through the company's website.
