About Middleton Advisory

David L. Middleton, CFP®

I launched Middleton Advisory in 2011 to help clients implement investment portfolios and financial plans based on their unique needs, using low-cost investment products with minimal conflicts of interest. As an independent firm, Middleton Advisory has no obligation to any broker-dealer or investment company and never uses investments that carry sales loads or commissions. Clients can live anywhere in the Unites States and hold their assets with a third party custodian.

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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.