A complete list of active advisors currently associated with Middleton Advisory

Warmer can help you find a great advisor at Middleton Advisory or one who fits your needs even better.

Middleton Advisory is a fee-only registered investment adviser that provides financial planning and discretionary portfolio management for individuals and families, and also accepts sponsors of qualified retirement plans and institutional clients such as foundations, endowments, trusts, and corporations. The solo advisor firm manages roughly $22 million in client assets and typically requires an initial portfolio of $500,000 to begin a new relationship. The firm implements diversified asset allocations using low-cost exchange-traded and no-load mutual funds while, in some accounts, utilizing individual securities, commodities, and options; clients may also elect socially and environmentally conscious strategies. Accounts are held with third‑party custodians and are monitored continuously with documented quarterly reviews, and the advisor can act as an independent plan fiduciary, provide pension consulting, and deliver employee education. What is atypical for a single-advisor independent firm is the regular work with charitable and institutional clients and the offering of educational seminars or workshops for plan participants and employees. The advisor holds CFP and Accredited Investment Fiduciary credentials, coordinates implementation with clients’ attorneys and accountants, operates without commissions or performance-based fees, and generally does not vote client securities in most circumstances.

To learn more about the advisors currently working at Middleton Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.