About David Middleton



I grew up in Ellicott City, Maryland and traveled south to The Georgia Institute of Technology to earn a degree in engineering. As many STEM graduates do, I decided to apply my technical education to the field of finance, joining T. Rowe Price in Baltimore to start a career in 2007. A few years later, I launched Middleton Advisory and offered services to the public as a solo practitioner. I've earned the CERTIFIED FINANCIAL PLANNER™ mark through New York University coursework and by passing a ten hour exam, and the Accredited Investment Fiduciary™ mark by taking coursework though Stetson University. I'm passionate about offering investment education to the public and providing financial planning and investment management to qualified clients. I enjoy hiking with my wife and son, minor car repairs, SCUBA, good food, travel and watching movies.


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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.