Millstone Financial Group

Overview

Millstone Financial Group is an independent, individually owned registered investment adviser that combines financial planning and portfolio management for individuals and families with insurance brokerage. The firm describes itself as a capital allocator and provides a mix of fee models (percentage of AUM, hourly and fixed fees). Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars/workshops, and pension consulting services. The firm does not position itself as an ESG-focused manager and is not listed as a multi-state adviser. The firm’s regulatory profile lists SEC registration in 2026 and it operates as a limited liability company. Millstone also identifies insurance brokerage among its business activities, which suggests integrated life, health, or property/casualty solutions alongside investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices