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 provides discretionary and non-discretionary asset management, financial planning, financial consulting and ERISA retirement-plan advisory services to individuals, high-net-worth clients and business owners. The firm manages roughly $104 million for about 300 clients through a team of six advisors and typically charges percentage-of-AUM investment management fees for portfolio management services. Portfolios are constructed around each client’s stated goals, time horizon and risk tolerance and may be implemented through in‑house management, vetted Sub‑Advisors, or third‑party managers (including legacy SEI programs and TPM referrals). The firm uses a mix of fundamental and technical analysis, periodic rebalancing and tax-aware strategies, and conducts quarterly account reviews while offering both discretionary trading authority and non‑discretionary plan advisory services. The brochure discloses a managing member’s affiliated insurance practice (the member allocates significant time to insurance activities) and notes that insurance products may be offered to clients, with the firm describing the resulting conflict and its disclosure procedures. The firm also conducts no‑fee public seminars and workshops to educate prospective clients, and its marketing includes client testimonials alongside its recent transition to SEC registration after surpassing $100 million in assets under management.

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.