A complete list of active advisors currently associated with Millstone Financial Group

Warmer can help you find a great advisor at Millstone Financial Group or one who fits your needs even better.

Millstone Financial Group advises individual investors (including high‑net‑worth clients), business owners, and retirement plans, providing discretionary and non‑discretionary asset management, financial planning, financial consulting, and ERISA plan services including limited‑scope 3(21) fiduciary advice. The firm also facilitates implementation through sub‑advisors, third‑party managers, and legacy model programs while offering public seminars and workshops to educate prospective and existing clients. The firm’s investment process is built around each client’s objectives, time horizon, and risk tolerance, using a mix of fundamental, technical and cyclical analysis, periodic rebalancing, and quarterly account reviews. MFG may delegate portfolio management to sub‑advisors or TPMs and monitors those relationships while retaining authority to hire or terminate managers as part of its ongoing oversight. Noteworthy features disclosed in the brochure include regular, no‑fee public seminars and workshops and an affiliated insurance practice where a managing member devotes roughly half of their time to licensed insurance activities and may offer insurance products; the firm describes these relationships and the attendant conflicts and states they are mitigated by disclosure and its fiduciary obligations. The brochure also references legacy relationships with SEI and certain TPM referral arrangements limited to existing clients, and the firm’s marketing materials include client testimonials, practices that are less common among peer teams.

To learn more about the advisors currently working at Millstone Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.