A complete list of active advisors currently associated with Middleton & Company

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

Middleton & Company works with individual and high‑net‑worth clients and maintains a stated account minimum of $1,000,000 unless waived. The firm provides fee‑only financial planning and discretionary investment management, typically bundling personalized planning and ongoing portfolio supervision. Its investment process blends passive and active strategies through mutual funds and ETFs, and may use outside managers and third‑party research to select investments; clients receive an investment policy statement that guides portfolio construction. Middleton & Company emphasizes academic research and does not engage in market timing, and it implements portfolios on a discretionary basis consistent with client objectives and risk profiles. Noteworthy features include a small advisory team overseeing roughly $131 million across about 115 client relationships, which implies a relatively concentrated client base and larger assets per client compared with many peers. The firm discloses an upfront onboarding planning charge, operates as a fee‑only adviser with no outside compensation or related‑party affiliations, and does not vote client proxies (clients retain responsibility for voting).

To learn more about the advisors currently working at Middleton & Company, 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.