COVID-19 Update

Middleton Advisory is open to conduct business remotely.  Send a message below and please don't make investment decisions under distress without speaking to a professional advisor.

Fee-Only Investment Services


Wealth Management

Retirement Plan Consulting

Institutional Services

  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

Retirement Plan Consulting

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

Retirement Plan Consulting

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®


About David

David started his career in 2007 with a large firm in Maryland before founding Middleton Advisory in 2011.  He was born in Ellicott City and attended The Georgia Institute of Technology followed by New York University. He lives in Montgomery County, Maryland with his lovely wife and two kids.


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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.