• ProfessionalismMeeting the Highest Standards

    I put my education and experience to work when I manage money. My clients can expect a high level of value from my knowledge and experience.

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  • ObjectivityRational and Calculated Decisions

    My clients can expect a thorough evaluation of their financial situation with a high attention to detail. I construct diversified and customized investment portfolios for each client, followed by goals-based financial planning.

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  • CareMore than just money

    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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Financial Help for every stage of Life.

Starting Your Career

You may not be ready for a permanent relationship with a financial advisor, but this is still a crucial time in your life when it comes to financial decisions.

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Planning for Retirement

If you have been working for a while and have a good deal of money saved for retirement, it's time to ensure you are investing and planning properly.

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Retired (Or Close)

Planning for the rest of your life in retirement will take careful analysis of your investments, goals, risk tolerance, and special needs.

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From the Blog

Check out the latest article from myblog.

Preparing for the Bear Market
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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.