Middleburg

Serving Northern Virginia Families

Middleburg

112 West Washington
Suite 204
Middleburg, VA 20117

Eight smiling financial advisors at the Middleburg Financial Branch

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 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 team has been helping clients in since 2001, formerly as Focus Wealth Management Ltd., and also serves our Fairfax, VA office.

Client Logins
Charles Schwab
Fidelity

Eight smiling financial advisors at the Middleburg Financial Branch

Hear what makes us different.

Discover what inspires the Middleburg team to provide a highly personalized experience for each client's unique needs and goals.

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

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    Quarterly Outlook: Economic Momentum Continues

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  • April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

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  • March 25, 2024

    Protecting Your Portfolio in a Presidential Election Year

    While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.

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