Best Financial Advisors in Middleburg, VA

We did the hard work of finding trustworthy partners in Middleburg, VA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Middleburg, VA Fiduciary Financial Advisors

generic_business-71
Edward Jones - Financial Advisor: Chad D McMichael, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 24805 Pinebrook Rd Suite 210, South Riding, VA 20152, USA
Phone (571) 367-2026
Directions
generic_business-71
O'Donnell & Co., LLC
Location 107 W Federal St #11, Middleburg, VA 20117, USA
Phone (540) 687-8290
Directions
bank-71
Access National Bank
2 out of 5
Location 111 W Washington St, Middleburg, VA 20117, USA
Phone (540) 227-3135
Directions
generic_business-71
Fairfax Global Markets, LLC
5 out of 5
Location 2 W Washington St, Middleburg, VA 20117, USA
Phone (800) 416-2053
Directions
generic_business-71
Washington Wealth Management
SEC File# 801-71936
CRD# 155193
Location 4 N Madison St, Middleburg, VA 20117, USA
Phone (800) 214-8341
Directions
generic_business-71
Ridge Capital Partners, LLC
Location 9, N Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-8161
Directions
generic_business-71
Edward Jones - Financial Advisor: Chuck Nagelvoort, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 21 Lee St, Front Royal, VA 22630, USA
Phone (540) 635-6830
Directions
generic_business-71
Wells Fargo Advisors
Location 104 Church St SE, Leesburg, VA 20175, USA
Phone (703) 777-3803
Directions
generic_business-71
Bill Stern | Homebridge | Branch Manager, Mortgage Loan Originator
Location 210 E Federal St Suite 200-A, Middleburg, VA 20117, USA
Phone (540) 222-0164
Directions
generic_business-71
Quest Global Management
3 out of 5
Location 4 W Marshall St, Middleburg, VA 20117, USA
Phone (540) 687-5958
Directions
generic_business-71
Globalstrat LLC
Location 9 N Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-3960
Directions
generic_business-71
Capital Advisors Corporation
Location 36756 Snickersville Turnpike, Philomont, VA 20131, USA
Phone (703) 850-4050
Directions
generic_business-71
YHB | CPAs & Consultants
1 out of 5
Location 6 N Pendleton St, Middleburg, VA 20118, USA
Phone (540) 687-6381
Directions
generic_business-71
Tony Dietrich
SEC File# 801-108114
CRD# 277085
5 out of 5
Location 7350 Heritage Village Plaza suite 102, Gainesville, VA 20155, USA
Phone (703) 330-2404
Directions
generic_business-71
Edward Jones - Financial Advisor: Mark J Brooke, CFP®
SEC File# 801-3297
CRD# 250
Location 192 N 21st St Suite 200, Purcellville, VA 20132, USA
Phone (540) 338-4380
Directions
generic_business-71
Middleburg Capital Development LLC
Location 7 S Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-7134
Directions
generic_business-71
Middleburg Investment Group
Location 1901 N Beauregard St # 300, Alexandria, VA 22311, USA
Phone (703) 931-1366
Directions
generic_business-71
Clay Rebecca R
4 out of 5
Location 109 The Plains Rd, Middleburg, VA 20117, USA
Phone (540) 687-3395
Directions
generic_business-71
LII Wealth Management LLC
Location 5 Wirt St SW Suite 100, Leesburg, VA 20175, USA
Phone (571) 685-8259
Directions
Financial Advisors in Middleburg, VA

Where Certified Financial Advisors in Middleburg, VA Serve

Middleburg, VA is a charming town nestled in the heart of Virginia horse country. Its rich history dates back to the 18th century, and it is home to several landmarks that showcase its past, including the Red Fox Inn, the Middleburg Training Track, and the National Sporting Library and Museum. The town is also known for its top employers, which include Salamander Resort and Spa, Middleburg Bank, and the Middleburg Community Center. Major highways and streets that run through Middleburg include Route 50, Route 15, and Route 611, making it easily accessible from nearby cities like Washington D.C. and Winchester. The town is divided into several neighborhoods, each with its own unique character and charm, including Foxcroft, Hunt Country, and The Plains. With its picturesque scenery, rich history, and vibrant community, Middleburg is a must-visit destination for anyone looking to experience the best of Virginia.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Middleburg, VA could benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways a financial advisor can help is by providing guidance on investment strategies. With Middleburg being known for its equestrian events and horse farms, residents may have unique investment opportunities in the equine industry that a financial advisor can help navigate. Additionally, a financial advisor can assist with retirement planning, tax planning, and estate planning, all of which are important considerations for residents of Middleburg who may have accumulated significant wealth through their business or investments. By working with a financial advisor, Middleburg residents can feel more confident in their financial decisions and better prepared to achieve their long-term financial goals.

Insurance Broker

Residents of Middleburg, VA can benefit greatly from the services of an insurance broker. With a wide range of insurance options available, an insurance broker can help Middleburg residents find the right coverage for their needs. One specific aspect of Middleburg that an insurance broker can assist with is the unique risks associated with living in a rural area. From farm and livestock insurance to coverage for outdoor recreational activities, an insurance broker can help Middleburg residents ensure that they have the right protection in place. Additionally, an insurance broker can help Middleburg residents navigate the complex world of health insurance, ensuring that they have access to quality healthcare at an affordable price. Overall, an insurance broker can be an invaluable resource for Middleburg residents looking to protect themselves, their families, and their assets.

Retirement Planning

Residents of Middleburg, VA can benefit from the expertise of a retirement planner in several ways. One common way is by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can help Middleburg residents make informed decisions about saving, investing, and managing their money to ensure a comfortable retirement. Additionally, a retirement planner can help navigate the complex world of Social Security and Medicare, ensuring that Middleburg residents receive all the benefits they are entitled to. With its picturesque countryside and equestrian culture, Middleburg has a high cost of living, making it crucial for residents to have a solid retirement plan in place. By working with a retirement planner, Middleburg residents can feel confident and prepared for their golden years.

Wealth Management

Residents of Middleburg, VA can benefit from the expertise of a wealth manager in a variety of ways. For example, a wealth manager can help residents navigate the unique financial landscape of Middleburg, which is known for its equestrian culture and high-end real estate market. A wealth manager can provide guidance on how to manage and grow their wealth, whether through investments, estate planning, or tax strategies. Additionally, a wealth manager can help residents plan for their future and ensure they have a solid financial foundation to support their goals and aspirations. With the help of a skilled wealth manager, residents of Middleburg can feel confident in their financial future and enjoy the lifestyle they desire.

Mortgage Loan Officer

Residents of Middleburg, VA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. One specific way in which Middleburg residents may benefit from a mortgage loan officer is through their knowledge of the local real estate market. Middleburg is known for its historic charm and equestrian culture, which can make buying or selling a home in the area more complex than in other locations. A mortgage loan officer who is familiar with the unique aspects of the Middleburg housing market can help residents navigate the process more easily and find the best possible financing options.

Tax Services

Residents of Middleburg, VA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to minimize tax liabilities. This is particularly important in Middleburg, where many residents are high-net-worth individuals with complex financial portfolios. A tax advisor can help navigate the intricacies of tax laws and regulations, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on estate planning, which is especially relevant in Middleburg, where many residents have substantial assets and may be subject to estate taxes. By working with a tax advisor, residents of Middleburg can ensure that they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Residents of Middleburg, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Middleburg residents is by creating a comprehensive estate plan that takes into account their unique needs and circumstances. This can include drafting a will, establishing trusts, and creating powers of attorney. Additionally, an estate planning lawyer can assist with probate and estate administration, ensuring that assets are distributed according to the wishes of the deceased. Middleburg, VA is known for its historic charm and equestrian culture, which may require specialized planning for horse farms and other unique assets. An estate planning lawyer can help Middleburg residents navigate these complexities and provide peace of mind for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Middleburg, VA