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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance 

Lifelong Financial Guidance 

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Middleburg Wealth Management, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Four-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Plan

Individualized strategies ensure that your goals are always a priority.

Download Our Financial Survey
Implement

Implement

Our comprehensive financial management means we're ready to address your every need.

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Ongoing Review and Analysis

Ongoing Review and Analysis

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet Our Team

Julie-Anne Lewis

Julie-Anne Lewis

Owner & CEO | Managing Director, Investment Management

540-266-3176

Kathy Garrison

Kathy Garrison

Chief Financial Officer | Business Manager

540-339-3768

Yvonne Gough

Yvonne Gough

Chief Operating Officer | Relationship Manager

540-266-3171

Our Partners

   

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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