Serving Virginia Families for More Than 15 Years

Middleburg

Client Logins

Portal | TD Ameritrade | ShareFile

The Buckingham Middleburg team uses a customized, comprehensive wealth management process that combines financial planning and an evidence-based, disciplined investment philosophy. We strive to manage and enhance clients’ entire financial lives by providing sound advice with an uncommon level of continuing service. We believe the best investment decisions are not achieved by answering questionnaires, but are developed by thoroughly understanding your overall financial picture. We take the time to get to know you, your current situation and what you want to achieve.

Our team has been serving Northern Virginia since 2001, previously as Focus Wealth Management Ltd. before joining Buckingham in 2017. Our team of multi-credentialed advisors brings common sense and a wealth of professional insight to your financial decision-making process. We specialize in working with clients facing financial transitions, which can include retirement, divorce, loss of a spouse and sudden wealth. Together, we will collaborate on the strategies that will help you achieve your goals.

Our Services
  • Retirement Planning
  • Portfolio Design and Management
  • Tax-Efficient Strategies
  • Estate Plan Review
  • Cash Flow Planning
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization
  • Multigenerational Planning
  • Higher Education Savings
  • Coordination with Other Professionals (CPA, Attorney)
  • Insurance Review
  • Charitable Gift Planning and Family Legacy Planning
Talk to a Middleburg Advisor

Your Middleburg Team

As fiduciaries, we are legally bound to do what’s in the best interest of our clients. We are proudly transparent and fee-only, which means we do not accept any commissions for selling financial products. We provide objective, long-term advice that helps our clients achieve peace of mind about their financial plan.

All our wealth advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, considered the industry’s highest standard for financial planners. Our team — which includes wealth advisors Helen Modly, Susan Chesson and Barbara Ristow — collaborates with Buckingham’s deep bench of planning and investment specialists to ensure the strategies we use address every intricacy of our clients’ financial lives.

Middleburg

112 West Washington, Suite 204
Middleburg, VA 20117
+1 (540) 931-9051
nova@bamadvisor.com
Directions
Download directions here.

We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.