Welcome to Middleburg Wealth Management
A comprehensive family wealth management practice serving clients throughout the Washington DC metro area and around the country.
What Makes Middleburg Wealth Management Unique
A Focused Solution for Clients
We offer our clients only one service...advice. Advice that focuses not only on the issues confronting our clients needs for today, but for the decades to come.
Transparency In Everything We Do
In our view, the main thing investors are craving from their financial advisor these days is trust – trust not only in the advice that they are receiving, but trust that the firm is operating with the highest level transparency and ethics at all times.Read More
Locally Owned & Operated
As the owner of Middleburg Wealth Management, Julie-Anne Lewis is a proud, active member of the local community.
Middleburg Wealth Management is looking to expand, not only within the Washington DC metro area, but across the country, offering Financial Advisors an opportunity to become an equity partner in a firm that values the individual adviser and their relationship with the client above all else.Read More