Broker Check

Joining Middleburg Wealth Management

Are You An Advisor Interested in Joining Middleburg Wealth Management?

Are You An Advisor Interested in Joining Middleburg Wealth Management?

Whether you are someone who is considering leaving a wirehouse firm or you are already independent and looking for the economies of scale, joining Middleburg Wealth Management, no matter where you are located in the country, could be the right move for you.

Everything in our firm is designed around how to provide the best wealth management services for the client today. The advisers’ interests are aligned with the clients’ needs because it is the strength of the relationship between our advisors and their clients that defines the success of our firm, not the driving of transactions or distribution of investment products that are favorable to the firm’s bottom line.

While the focus of Middleburg Wealth Management is to support advisers in fulfilling all the needs of the high net worth client, the platform is flexible enough in its investment options and pricing to take on virtually any client, regardless of the account size. To us, the relationships our advisers have with their clients are paramount, regardless of the size of the account. We don’t restrict an adviser from taking on an account due to the level of assets. We support them in building the relationship with the client as they see fit.

At Middleburg Wealth Management, we place a high value on culture and bringing joy to the financial services industry. Our advisers are part of an organization that values them as individuals – and values their clients.

We’ve found that the basic adage holds true: when an adviser is happy, their clients are happy as well.

If you are a highly successful financial advisor, and this type of independent approach is appealing to you, please contact us today.

The Value of Independence

Lets be honest, there is no such thing as an easy transition.&#160;<br/>

Lets be honest, there is no such thing as an easy transition. 

And to the uninformed, the move to independence can look like trying to leap a yawning chasm. We have decided to tackle this issue head-on and with the best resources in the industry. Great transitions are a product of intensive attention to detail and considerable advance work done on your behalf by our transition team. When the time comes, you can expect to have most of your clients’ assets transferred in before the end of their first month as a business owner.

 Whether you are someone who is considering leaving a wirehouse firm or you are already independent and looking for the economies of scale our firm can provide, the Kestra Private Wealth Transition Program makes the transition to independence as simple and painless as possible -- and includes an entire team devoted to you and your team before, during and after you make the move.

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