Skip to content
Home  /  About

About Millstone Wealth Management

Fiduciary advice for families in Minnesota and Virginia

Our Firm

At Millstone Wealth Management, we believe financial planning should bring clarity, confidence, and direction to your financial life.

We are an independent fiduciary wealth management firm with offices in Saint Louis Park, Minnesota and Haymarket, Virginia. We provide objective advice tailored to your goals and best interests—without being tied to proprietary products or one-size-fits-all recommendations.

We take a comprehensive approach to planning, helping clients align retirement, investments, concentrated stock positions, taxes, risk management, estate planning, and family legacy considerations into one cohesive strategy.

Millstone Wealth Management
How We Work

Planning Built Around Relationships


Financial planning isn’t a one-time event—it’s an ongoing partnership. We take the time to understand your goals, priorities, and concerns so we can provide guidance that evolves alongside your life.

Whether you’re preparing for retirement, diversifying a large stock holding, or planning for future generations, we’re committed to helping you make informed financial decisions every step of the way.

Let’s start the conversation

Schedule an introductory meeting to learn how we can help you navigate life’s financial decisions.

Schedule a Discovery Meeting
Let’s Talk

Ready to gain clarity and confidence in your financial life?

Schedule a complimentary discovery meeting and see whether we’re the right partner for your financial life.

Schedule a Discovery Meeting