• PERSONALIZED FINANCIAL SERVICES

    I help clients formalize their goals and then setup an investment plan to get there, with an appropriate level of risk.

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  • MEETING THE HIGHEST STANDARDS

    As a CERTIFIED FINANCIAL PLANNER (TM) professional, I accept the role of a fiduciary and put my education and experience to work for clients.

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  • FEE-ONLY INVESTING AND PLANNING

    My financial plans and portfolios are constructed using sound industry principles. Assets are held with third party custodians and clients pay me a fixed percentage directly, so I receive no commissions from my recommendations.

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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.