Middleburg Wealth Management is an independent, fee-only registered investment advisor that provides comprehensive wealth management services. Originally founded in 1994 as The Wise Group, the firm has evolved through various structures, including being a subsidiary of a bank holding company, before becoming fully independent in 2017. Their mission is to help clients protect and grow their wealth through a holistic and collaborative approach, focusing on personalized financial planning, investment management, and fiduciary services for high-net-worth individuals, families, foundations, and endowments.

Founded in

United States