A complete list of active advisors currently associated with The Millstone Evans Group, LLC

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

The Millstone Evans Group serves individual and high‑net‑worth clients, as well as trusts, charitable organizations, and other entities, providing discretionary and non‑discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and two wrap programs — its Millstone Evans Wrap Program and a Raymond James sub‑advisory wrap program. The firm develops a Financial Profile and Investment Plan with each client and implements those plans using mutual funds (including Dimensional Fund Advisors funds), ETFs, common stocks, fixed income, and third‑party independent managers, with ESG analysis incorporated where requested. Millstone Evans also communicates with clients through periodicals and educational seminars and discloses the use of borrowing against account assets (margin and pledged‑asset loans), including the risks and potential conflicts that can arise when advisory fees continue on margined assets. Distinctive features relative to many peers include sponsoring its own wrap fee program, offering firm‑issued newsletters and workshops, and having related persons who are licensed insurance agents able to place insurance products (with disclosed commission conflicts). The firm also leverages the Raymond James institutional platform — including AMS managed programs and Freedom strategies — while managing roughly $893 million for several hundred client relationships.

To learn more about the advisors currently working at The Millstone Evans Group, LLC, 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.