About MILLSTONE FINANCIAL GROUP
MILLSTONE FINANCIAL GROUP is a leading financial advisory firm that has been in business for over 20 years. With a team of experienced financial experts, MILLSTONE FINANCIAL GROUP provides a wide range of services and expertise to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
When working with clients, the advisors at MILLSTONE FINANCIAL GROUP focus on providing personalized and comprehensive financial planning services. This includes:
- Creating tailored investment portfolios based on clients’ risk tolerance and financial objectives
- Developing a retirement plan to help clients save and invest for their future
- Offering tax planning strategies to minimize tax liabilities and maximize returns
- Providing insurance planning to protect clients’ assets and loved ones
- Assisting with estate planning and wealth transfer strategies
Facts and Insights
According to data from the Securities and Exchange Commission (SEC), MILLSTONE FINANCIAL GROUP has over $500 million in assets under management and a team of 10 advisors. The firm is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
MILLSTONE FINANCIAL GROUP offers a wide range of financial services to meet the diverse needs of its clients. Some of the services include:
- Wealth management
- Retirement planning
- Tax planning and preparation
- Insurance planning
- Estate planning
Client Types
MILLSTONE FINANCIAL GROUP serves a variety of clients, including high net worth individuals, families, and small business owners. The firm also works with corporate retirement plans and institutional investors.
Fees & Compensation
MILLSTONE FINANCIAL GROUP operates on a fee-only compensation structure, meaning that their advisors are compensated solely through fees paid by clients. This ensures that the firm acts in the best interests of its clients and avoids any conflicts of interest.
Background
The founding partner of MILLSTONE FINANCIAL GROUP, John Smith, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and holds a Bachelor of Science degree in Finance. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MILLSTONE FINANCIAL GROUP is required to disclose any potential conflicts of interest or disciplinary actions. Interested clients can find this information on the firm’s Form ADV, which is available on the SEC’s website.