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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.

An Independent Advisor

David Middleton, CFP®, AIF®

David founded Middleton Advisory in 2010 to provide fee-only independent financial advice to individuals and institutions.  

No hidden fees. No commissions.  

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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.

Copyright © 2018 Middleton Advisory LLC - All Rights Reserved.     

Middleton Advisory LLC is a Registered Investment Adviser.


Investments not FDIC Insured. May Lose Value.