Our founding partners began consulting in 1969 as a division of Paine Webber and launched Evaluation Associates as an independent organization in 1976. The company expanded when it acquired the consulting division of Janney Montgomery Scott. In 2004, Milliman Inc., one of the largest actuarial and consulting firms in the country, bought the firm.

Today we operate as Evaluation Associates LLC, an independently operated subsidiary of Milliman; our headquarters are in Norwalk, Conn.

We are pleased to offer:

• services to more than 140 advisory consulting relationships
• an average consultant/client ratio of 10:1
• 20 average years of experience among senior consultants

Our practice is characterized by:

• $150 billion in total clients assets served
• a client base ranging in size from $25 million to multibillion dollar plans
  
• a diverse client base that includes retirement funds, foundations, endowments, public funds (including 529 plans), financial service organizations, high-net-worth individuals, and family offices