Middleton Advisory is a Bethesda-based financial advisory firm that offers fee-only investment services and wealth management solutions to affluent individuals, families, and institutions. With a focus on customized goals such as legacy planning, socially responsible investing, retirement, education, and business succession, Middleton Advisory provides independent financial advice without hidden fees or commissions.
In addition to serving individuals and families, Middleton Advisory also offers institutional services, including retirement plan consulting and investment management for foundations, endowments, and corporations. By hiring an outsourced Chief Investment Officer, organizations can delegate investment responsibilities and reduce liability, allowing them to concentrate on their core mission.
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