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THE Millstone Evans Group, LLC

Headquartered in BOULDER, CO

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Firm Information

THE Millstone Evans Group, LLC is a Boulder, Colorado-based registered investment advisor. With a team of experienced professionals, they provide financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. The firm also manages assets for corporations, charitable organizations, and high-net-worth individuals. They offer a wrap fee program and manage over $700 million in assets.

THE Millstone Evans Group, LLC

4940 PEARL EAST CIRCLE

BOULDER, CO 80301

$700.34M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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blogs and podcasts

Blogs and podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

THE MILLSTONE EVANS GROUP, LLC has a total of 2 branch locations across the country.
location

Vernon, NJ

location

BOULDER, CO

Advisors at THE Millstone Evans Group, LLC

View All 7 Advisors
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Madeline Marie Stutz

RA

BOULDER, CO

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Martial Ange Frindethie

RA

BOULDER, CO

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Bradley Ross Michalchuk

CFP®, RA

BOULDER, CO

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Sacha Millstone

RA

BOULDER, CO

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Toni Ann Noto

RA

BOULDER, CO

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Michele Renee Duvall

RA

BOULDER, CO

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Unclaimed
Gregory Blair Evans

RA

BOULDER, CO

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Unclaimed
Petra Zunt

RA

BOULDER, CO

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Disclosures

There are no public disclosures for THE Millstone Evans Group, LLC.

Frequently Asked Questions (8)

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