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With more than 40 years of combined financial planning experience, Sacha Millstone and Greg Evans, of the Millstone Evans Group of Raymond James & Associates, Inc., are committed to providing superior service and support. By listening to clients and applying a unique investment discipline, they are able to create personalized strategies and portfolios designed to help investors reach their goals.

The Millstone Evans Group specializes in retirement, estate and tax planning, wealth/portfolio management , socially responsible investing, education funding, and charitable giving. Additionally, they use the Sudden Money™ Program, giving clients the roadmap necessary to help build a sudden windfall into lifetime financial security. The team is dedicated to simplifying the investing process, allowing clients to continue concentrating on other important areas of their lives.

Our financial planning team is dedicated to simplifying the financial investing process, allowing our clients to continue concentrating on other important areas of their lives.

 
  IRA Rollovers
+ Confused about IRA Rollovers? Changing careers? Taking early retirement? Receiving a distribution?

Estate Planning
+ Debts, fees and taxes can consume over half of the total assets in an "unplanned" estate. Estate Planning can help you preserve the assets accumulated during your lifetime.

Gay and Lesbian Couples
+ Non-traditional couples and the LGBT community may face financial planning difficulties that traditional couples will not encounter. We have years of experience in handling these unique obstacles.


 Financial Planning
+ Have questions about Educational Planning? Find out how you can plan and save for future education expenses.

Retirement Investing
+ What does retirement look like for you? We offer a diverse set of Retirement Investing plans to help you enjoy and maintain your lifestyle during retirement years.


Financial News
+ Looking for some good Financial News? Check out recent articles about positive events occuring in the world around us.

Wealth Management
+ Wealth and Portfolio Management involves more than tax issues and monitoring your investments. We work with you to develop a wealth management strategy for each stage of your life.


The Millstone Evans Group of Raymond James & Associates
Washington, DC | Boulder, Colorado
800-201-4554 | 303-402-6907



Links of interest | Contact us | Privacy Notice
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2008 Raymond James & Associates, Inc. member New York Stock Exchange / SIPC