• ProfessionalismMeeting the Highest Standards

    As a CERTIFIED FINANCIAL PLANNERTM professional, I put my education and experience to work for my clients.

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  • ObjectivityFee-Only Investing and Planning

    My financial plans and portfolios are constructed using sound industry principles. Clients pay me a fixed percentage directly, so I receive no commissions and receive no sales charges from my recommendations.

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  • CarePersonalized financial services

    There's more to life than just money, so I want to make sure my clients' life goals can be met with an appropriate level of risk. Each portfolio's social and environmental impact can also be considered, if desired.

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Wealth
Management

Developing an understanding of your personal financial situation and creating a plan for the future is an empowering and valuable process.

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Workplace
Retirement Plans

It's important to select the right features and service providers to implement a group retirement plan for your employees and co-workers.

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Institutional
Investing

Endowments and foundations benefit from professional financial planning to support their cause.

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Middleton Advisory LLC is a Maryland Registered Investment Advisor. No part of this page is meant as investment, tax or legal advice.
Investments are not FDIC insured and may lose value.