The Millstone Evans Group
William Kowalski is an experienced finance and investment professional currently serving as Vice President at The Millstone Evans Group since February 2025, where responsibilities include investment management, financial planning, and risk management for early start-ups as a fractional CFO. Previously, Kowalski co-founded Atomos Space, occupying roles as COO/CFO and Board Member, overseeing all financial aspects and successfully managing budgets for satellite missions. Additionally, as a financial advisor at The Millstone Evans Group, Kowalski developed retirement and estate plans while focusing on investment risk management. Kowalski's background also includes experience as a funeral director at Service Corporation International. Academic qualifications include a Bachelor of Science in Finance from Empire State University and ongoing studies to become a Certified Financial Planner at Kaplan University.
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The Millstone Evans Group
No jargon. That’s one of our mottos at The Millstone Evans Group. We firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers around removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable. Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected. We are interested in your concerns, your aspirations and how we can best help you navigate through the changes that come your way – planned or unexpected, pleasant or difficult. We will be with you through each shifting priority and every life stage, helping you think through your options and take control of the present while never losing sight of your vision for the future. When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them. Some of the areas we are here to help you with include: • Financial Planning. • Environmental, Social, and Governance (ESG) Focus on Investing. • Longevity and Retirement Planning. • Estate Planning and Charitable Giving. We specialize in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, and charitable giving. Additionally, we use the Sudden Money® program, helping clients turn unexpected windfalls into lifetime financial security. Let us help you. Reach out for a complimentary consultation today through our website.