The Millstone Evans Group Employee Directory

Financial ServicesColorado, United States11-50 Employees

The Millstone Evans Group operates in the financial services sector, providing planning and wealth management guidance tailored to different life stages. Its services focus on financial planning, retirement and distribution planning, estate and tax planning, and charitable giving, with an emphasis on helping clients navigate transitions and align decisions with long-term goals. The firm also supports investors through an ESG-focused approach to investing and offers services around longevity, education funding, and estate planning, including the Sudden Money program to address unexpected windfalls.
Based in Boulder, Colorado, the firm serves clients seeking a clear, personal approach to financial advice and relationship-driven guidance. With a focus on building mutual respect and open communication, it aims to remove common barriers to planning and provide tailored strategies to fit each client’s circumstances and objectives, operating within the financial services landscape alongside larger, well-established advisory firms.

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