The Millstone Evans Group

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

4999 Pearl East Cir Ste 200, Boulder, Co...

Phone Number

(866) 522-9588

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Millstone Evans Group

The Millstone Evans Group is a financial advisory firm that focuses on providing personalized financial planning services to a diverse clientele, including families, first-time investors, LGBTQ+ individuals, professionals, retirees, and socially responsible investors. They emphasize a clear and jargon-free approach to financial planning, helping clients navigate life transitions and achieve their financial goals. Their services include investment advisory, longevity and retirement planning, estate planning, and charitable giving, all tailored to meet individual client needs. With offices in Boulder and Denver, Colorado, they aim to build strong relationships based on mutual respect and open communication.Explore more
The Millstone Evans Group's Social MediaPopular SearchesThe Millstone Evans GroupThe Millstone Evans Group LLCThe Millstone Evans Group of Raymond James Associa...Millstone Evans GroupMillstone Evans Group of Raymond JamesSIC Code 62,628NAICS Code 52,523Show more

The Millstone Evans Group Org Chart

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WK
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Chief Financial Officer

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MF
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Chief Operating Officer

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SM
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President

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Millstone Evans Group

<$5M
11-50
Private
-
2022
WK
William KowalskiChief Financial Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2017
HB
Hilary BelerClient Services Coordinator
<$5M
1-10
Private
-
1999
CF
Cindy FormanDirector, Communications & Client Experience
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Company Profile Activity

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Activity Insights

The Millstone Evans Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Millstone Evans Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Millstone Evans Group.

The Millstone Evans Group Tech Stack

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Frequently Asked Questions Regarding The Millstone Evans Group

What is The Millstone Evans Group's official website?
The Millstone Evans Group's official website is www.millstoneevansgroup.com
What is The Millstone Evans Group's Revenue?
The Millstone Evans Group's revenue is <$5 Million
What is The Millstone Evans Group's SIC code?
The Millstone Evans Group's SIC: 62,628
What is The Millstone Evans Group's NAICS code?
The Millstone Evans Group's NAICS: 52,523
How many employees does The Millstone Evans Group have?
The Millstone Evans Group has 11-50 employees
What industry does The Millstone Evans Group belong to?
The Millstone Evans Group is in the industry of: Finance, Securities Trading
What is The Millstone Evans Group competition?
The Millstone Evans Group top competitors include: Provident Wealth Advisors, Ratcliff Financial Services, Sterling Total Wealth Solutions, Forman Investment Services
What technology does The Millstone Evans Group use?
Some of the popular technologies that The Millstone Evans Group uses are: Ruxit, YouTube, Microsoft 365, Kaltura
Who is the CFO of The Millstone Evans Group?
The Millstone Evans Group's CFO is William Kowalski
How do I contact The Millstone Evans Group?
The Millstone Evans Group contact info: Phone number: (866) 522-9588 Website: www.millstoneevansgroup.com
What does The Millstone Evans Group do?

The Millstone Evans Group is a financial advisory firm that focuses on providing personalized financial planning services to a diverse clientele, including families, first-time investors, LGBTQ+ individuals, professionals, retirees, and socially responsible investors. They emphasize a clear and jargon-free approach to financial planning, helping cl... ients navigate life transitions and achieve their financial goals. Their services include investment advisory, longevity and retirement planning, estate planning, and charitable giving, all tailored to meet individual client needs. With offices in Boulder and Denver, Colorado, they aim to build strong relationships based on mutual respect and open communication.Read More

What are The Millstone Evans Group social media links?
The Millstone Evans Group Linkedin page The Millstone Evans Group Facebook page
Is The Millstone Evans Group a public company?
The Millstone Evans Group is private company therefore does not currently have an official ticker symbol
See more information about The Millstone Evans Group

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