• ProfessionalismMeeting the Highest Standards

    David Middleton CFP® uses his education and experience to manage money. Clients can expect a high level of value from David's knowledge of investing, budgeting, taxes, retirement, and estate planning.

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  • ObjectivityRational and Calculated Decisions

    Clients can expect a thorough evaluation of their situation with a high attention to detail. David will construct a portfolio using Modern Portfolio Theory and use statistics to project possible outcomes for the future.

    Investment Philosophy
  • CareMore than just money

    There's more to life than just money, so David wants to make sure his clients' life goals can be met with an appropriate level of risk. Investing responsibly also includes considering each portfolio's social and environmental impact.

    Cares and Needs

Financial Help for every stage of Life.

Just Starting Out

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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Enjoying Retirement

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 tax or legal advice.
Investments which are not FDIC insured involve the risk of losing principle.