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Working with Middleburg Wealth Management

A Transparent Approach

In our view of today’s world, the main thing investors are craving for from their financial institutions is trust – trust not only in the advice they are receiving, but trust that the firm they are working with operates with the highest possible level of transparency and ethics.

We believe the relationship an individual has with their financial advisor depends on trust, flexibility, freedom of investment choice and an advisor’s ability to offer effective, comprehensive advice and service in a conflict-free environment. Placing our clients' interests above all else is not just a slogan at Middle Wealth Management. It is our mission, and it guides us in everything we do. Everything in our firm is designed around how to provide the best wealth management services for the client today.

Investment Choice

At MWM, a client’s investment options are not limited to what’s available through one firm, or one firm’s “best” option. We can tap any number of different providers to present what we believe are the best offerings available in the market.

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Access to Accounts

All clients of Middleburg Wealth Management receive monthly statements, and have complete online access to their accounts, enabling them to review activity and transaction history anytime they wish.

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