The Millstone Evans Group, LLC

Overview

The Millstone Evans Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and fixed fees, and it combines portfolio management and financial planning with insurance brokerage services. As part of its advisory offering the firm conducts manager selection, publishes periodicals/newsletters, and runs educational seminars and workshops. The Millstone Evans Group identifies as an active ESG investor and reports delivering services primarily to individual and small business clients alongside institutional mandates.

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Location & Offices