Services

Wealth Management

  Managing investments and financial plans for wealthy individuals and families. You can set custom goals such as legacy planning, socially responsible investing, retirement, education, business succession, and more.

Institutional Services

Providing investment management services to foundations, endowments, and corporations. By hiring an Outsourced Chief Investment Officer, your organization can focus on the core mission.

Retirement Plan Consulting

Implementing or improving retirement plans for organizations with employees. When hiring an independent fiduciary,  oversight of the retirement plan is handled by a professional investor and can reduce liability.

David Middleton, CFP®, AIF®

David Middleton
Investment Advisor

About David

David is the sole owner of Middleton Advisory LLC. As a fee-only investment advisor and financial planner, David can provide services to individuals, retirement plans, foundations, endowments, and corporations. David started his career with a large mutual fund firm in Baltimore.  He was born in Ellicott City, Maryland and attended The Georgia Institute of Technology. He now lives in Burtonsville, Maryland with his lovely wife and two children.

Contact

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Meetings by Appointment Only Please

Meetings can take place at the office, your home, or your place of business.  Weekday or weekend times can be accommodated. 

Middleton Advisory LLC

3 Bethesda Metro Ctr Suite 700 Bethesda, MD 20814

(202) 503-4015




Thank you for your interest.